STEPHENSON AND COMPANY, INC.
CRD #111453 SEC #801-117128 SAN CLEMENTE, CA 949-727-4255
SEC Registered
Total AUM
$311.8M
Discretionary
$246.2M
Employees
4
Clients
51
Accounts
543
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $311.8M | $246.2M | $65.6M | 4 | 27 |
| Dec 2024 | $266.4M | $198M | $68.4M | 4 | 30 |
| Mar 2024 | $266.4M | $198M | $68.4M | 4 | 30 |
| Mar 2024 | $266.4M | $198M | $68.4M | 4 | 30 |
| Sep 2023 | $216.3M | $146M | $70.4M | 4 | 34 |
| Feb 2023 | $216.3M | $146M | $70.4M | 4 | 34 |
| Apr 2022 | $227.8M | $137.2M | $90.6M | 5 | 38 |
| Apr 2022 | $227.8M | $137.2M | $90.6M | 5 | 38 |
| Mar 2022 | $227.8M | $137.2M | $90.6M | 5 | 38 |
| Jan 2022 | $174M | $100.8M | $73.2M | 4 | 46 |
| Apr 2021 | $174M | $100.8M | $73.2M | 4 | 46 |
| Mar 2021 | $174M | $100.8M | $73.2M | 4 | 46 |
| Jan 2021 | $145.4M | $80.3M | $65.1M | 4 | 39 |
| Oct 2020 | $145.4M | $80.3M | $65.1M | 4 | 39 |
| Jun 2020 | $145.4M | $80.3M | $65.1M | 4 | 39 |
| Mar 2020 | $145.4M | $80.3M | $65.1M | 4 | 39 |
| Dec 2019 | $108M | $0 | $108M | 4 | 44 |
| Aug 2019 | $108M | $0 | $108M | 4 | 44 |
| Jul 2019 | $108M | $0 | $108M | 4 | 44 |
DateMar 2025
Total AUM$311.8M
Discretionary$246.2M
Non-Disc.$65.6M
Employees4
Clients27
DateDec 2024
Total AUM$266.4M
Discretionary$198M
Non-Disc.$68.4M
Employees4
Clients30
DateMar 2024
Total AUM$266.4M
Discretionary$198M
Non-Disc.$68.4M
Employees4
Clients30
DateMar 2024
Total AUM$266.4M
Discretionary$198M
Non-Disc.$68.4M
Employees4
Clients30
DateSep 2023
Total AUM$216.3M
Discretionary$146M
Non-Disc.$70.4M
Employees4
Clients34
DateFeb 2023
Total AUM$216.3M
Discretionary$146M
Non-Disc.$70.4M
Employees4
Clients34
DateApr 2022
Total AUM$227.8M
Discretionary$137.2M
Non-Disc.$90.6M
Employees5
Clients38
DateApr 2022
Total AUM$227.8M
Discretionary$137.2M
Non-Disc.$90.6M
Employees5
Clients38
DateMar 2022
Total AUM$227.8M
Discretionary$137.2M
Non-Disc.$90.6M
Employees5
Clients38
DateJan 2022
Total AUM$174M
Discretionary$100.8M
Non-Disc.$73.2M
Employees4
Clients46
DateApr 2021
Total AUM$174M
Discretionary$100.8M
Non-Disc.$73.2M
Employees4
Clients46
DateMar 2021
Total AUM$174M
Discretionary$100.8M
Non-Disc.$73.2M
Employees4
Clients46
DateJan 2021
Total AUM$145.4M
Discretionary$80.3M
Non-Disc.$65.1M
Employees4
Clients39
DateOct 2020
Total AUM$145.4M
Discretionary$80.3M
Non-Disc.$65.1M
Employees4
Clients39
DateJun 2020
Total AUM$145.4M
Discretionary$80.3M
Non-Disc.$65.1M
Employees4
Clients39
DateMar 2020
Total AUM$145.4M
Discretionary$80.3M
Non-Disc.$65.1M
Employees4
Clients39
DateDec 2019
Total AUM$108M
Discretionary$0
Non-Disc.$108M
Employees4
Clients44
DateAug 2019
Total AUM$108M
Discretionary$0
Non-Disc.$108M
Employees4
Clients44
DateJul 2019
Total AUM$108M
Discretionary$0
Non-Disc.$108M
Employees4
Clients44