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STEVENS CAPITAL PARTNERS

OMAHA, NE · CRD 317517 · IAPD ↗ · mypurposefulwealth.com · 402-251-5800

$810.3MRegulatory AUM
10Advisory reps
21Employees
0Clients
251-500Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
August 2026 — STEVENS CAPITAL PARTNERS reported RAUM up 35% ($600.7M -> $810.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
28
June 2026 — STEVENS CAPITAL PARTNERS changed its website from stevenscapitalpartners.com to mypurposefulwealth.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
June 2026 — STEVENS CAPITAL PARTNERS notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
March 2026 — STEVENS CAPITAL PARTNERS now reports custody of client assets ($91.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
March 2026 — STEVENS CAPITAL PARTNERS crossed $500M in regulatory AUM ($432.3M -> $600.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
72
March 2026 — STEVENS CAPITAL PARTNERS grew from 6 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
28
August 2025 — STEVENS CAPITAL PARTNERS changed its website from mypurposefulwealth.com to stevenscapitalpartners.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
51
April 2024 — STEVENS CAPITAL PARTNERS notice-filed in IL, MN, NC, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2024 — STEVENS CAPITAL PARTNERS reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
65
April 2024 — STEVENS CAPITAL PARTNERS reported RAUM up 36% ($207.1M -> $282.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2024 — STEVENS CAPITAL PARTNERS grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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