Stevenson Advisory Services & Investments
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Stevenson Advisory Services & Investments is an independent, single‑advisor registered investment adviser that provides discretionary asset management and financial planning to individuals, trusts, and estates. The firm serves a small client base and offers ongoing portfolio management tailored to each client’s goals and risk tolerance.
The adviser uses a combination of fundamental, technical, charting, and cyclical analysis to construct client‑specific strategies and implements those strategies under discretionary authority. Accounts are reviewed at least quarterly, with periodic rebalancing and attention to tax‑loss harvesting and other situational triggers.
Notably, the firm operates at a small scale but draws on the adviser’s prior industry experience, and it generally does not aggregate trades across client accounts. The firm also does not routinely vote client proxies (clients receive and vote their own proxies unless assistance is requested) and maintains a documented Code of Ethics and personal‑trading review process.
Client services
Expertise
Fee options
2.00% annually
$150 per hour
Main office
Weatherford TX
Advisors at this office
1
Most active in
Texas
Also doing business as
Stevenson Advisory Service & Investments · Stevenson Advisory Services & Investments · Stevenson, Vint, Wayne
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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