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STEPHENS GROUP ASSET MANAGEMENT, LLC

LITTLE ROCK, AR · CRD 288981 · IAPD ↗ · sgassetmgt.com · 501-246-7500

$1.70BRegulatory AUM
4Advisory reps
4Employees
33Clients
1-10Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
June 2025 — STEPHENS GROUP ASSET MANAGEMENT, LLC notice-filed in MS.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
80
April 2025 — STEPHENS GROUP ASSET MANAGEMENT, LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
47
October 2024 — STEPHENS GROUP ASSET MANAGEMENT, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
September 2024 — STEPHENS GROUP ASSET MANAGEMENT, LLC notice-filed in OK.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
September 2024 — STEPHENS GROUP ASSET MANAGEMENT, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.