A complete list of active advisors currently associated with Stevens Investment Counsel LLC

Warmer can help you find a great advisor at Stevens Investment Counsel LLC or one who fits your needs even better.

Stevens Investment Counsel LLC serves individuals, high‑net‑worth individuals, charitable organizations, and businesses with asset management and financial planning and consulting services. The firm offers continuous custodial account supervision and written financial plans covering tax planning, retirement, insurance, education, and other objectives; as of the brochure date it was newly registered and reported no assets under management. The firm describes a multi‑disciplinary investment approach that uses fundamental, technical, and quantitative analysis alongside both strategic and tactical asset‑allocation methods, and it may employ hedging techniques (including options and certain ETFs) where appropriate. Portfolios can be managed on a discretionary basis when authorized, with at least annual portfolio reviews and quarterly planning updates, and clients may impose reasonable investment restrictions. Compared with many small independent advisers, the firm is notable for being newly formed with no current clients or AUM and for including financial planning at no additional charge alongside its advisory services. The brochure also highlights operational choices that may differ from peers, including recommending a major institutional custodian for client assets, reliance on certain custodian services and support, and an organizational posture that the firm does not characterize as a typical solo‑practitioner model.

To learn more about the advisors currently working at Stevens Investment Counsel LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Chris Stevens	Nashville, TN	0

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