SGAM is a SEC-registered independent investment adviser, founded in 2017 by Witt Stephens, Jr. and Elizabeth Campbell in partnership with Alan and Bill Tedford. The business and personal relationship between the two families dates to 1966. The alignment of values, business practices, and economic perspectives has enabled SGAM, in partnership with the Stephens Group, to provide customized wealth management and discretionary advice to a wide range of clients. In 2019, SGAM expanded its offerings to include non-discretionary advice to 401k and non-qualified deferred compensation retirement plans.
This page is a publication of Stephens Group Asset Management, LLC. We do not adopt or endorse any hyperlinked content, or any of the expressions, opinions, or content posted by third parties on this site. We do not control, serve, adopt, or endorse any content that Linkedin may publish on this site. We believe the information presented is reliable but do not guarantee its accuracy. The information should not be regarded as a complete analysis of any subject discussed. All opinions reflect the judgment of the authors as of the date of publication and are subject to change without notice. Consumers and prospective clients should not construe the information provided on this site as our solicitation or attempt to effect transactions in securities, the recommendation of a security, service, or product, or as the provision of investment, legal, tax, accounting, or any other advice. If you require legal, accounting, or tax advice, we recommend that you seek the advice of a qualified attorney or accountant. A professional adviser should be consulted before investing. Investing involves risk of loss. A copy of our current written disclosure statement as set forth on Form ADV, discussing operations, services, and fees is available upon written request. Additional information can be found at www.sgassetmgt.com or by calling (501) 246-7500.
Company Details
- Employees
- 7
- Founded
- -
- Address
- 100 River Bluff Drive,
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- sgassetmgt.com
- Keywords
- Little Rock.
- HQ
- Little Rock, Arkansas
Stephens Group Asset Management, Llc Questions
Stephens Group Asset Management, Llc's website is sgassetmgt.com
Stephens Group Asset Management, Llc's LinkedIn profile is https://www.linkedin.com/company/stephens-group-asset-management-llc
Stephens Group Asset Management, Llc has
7 employees.
View email and phone details for 7
employees at Stephens Group Asset Management, Llc.
Stephens Group Asset Management, Llc's industry is
Investment Management
Stephens Group Asset Management, Llc's top competitors are
Oak Lane Partners,
Natural Capital,
The Stephens Group, Llc,
Coffman Investment Co Inc,
Cardinal Investment Group,
Fayetteville Investment Banking Society,
Montgomery Intermediary Group (Mig),
Stephens,
White Cap,
Oak Equity Partners.
Stephens Group Asset Management, Llc's categories are Investment Management
Stephens Group Asset Management, Llc's founding year is 2017
