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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 3, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| STEPHENSON, BRADLEY | I | PRESIDENT/CCO/TRUSTEE | NA | Control |
| STEPHENSON, BRADLEY | I | PRESIDENT/CCO/TRUSTEE | NA | Control |
| STEPHENSON, BRADLEY | I | PRESIDENT/CCO/TRUSTEE | NA | Control |
| STEPHENSON, BRADLEY | I | PRESIDENT/CCO/TRUSTEE OF STEPHENSON TRUST | NA | Control |
| STEPHENSON, BRADLEY | I | PRESIDENT/CCO/TRUSTEE OF STEPHENSON TRUST | NA | Control |
| STEPHENSON, BRADLEY | I | PRESIDENT/CCO/TRUSTEE OF STEPHENSON TRUST | NA | Control |
| STEPHENSON, BRADLEY | I | PRESIDENT/CCO/TRUSTEE OF STEPHENSON TRUST | NA | Control |
| STEPHENSON, BRADLEY | I | PRESIDENT/CCO/TRUSTEE OF STEPHENSON TRUST | NA | Control |
| STEPHENSON, BRADLEY | I | PRESIDENT/CCO/TRUSTEE OF STEPHENSON TRUST | NA | Control |
| STEPHENSON, BRADLEY | I | PRESIDENT/CCO/TRUSTEE OF STEPHENSON TRUST | NA | Control |
| STEPHENSON, BRADLEY | I | PRESIDENT/CCO | NA | Control |
| STEPHENSON, BRADLEY | I | PRESIDENT/CCO/TRUSTEE OF STEPHENSON TRUST | NA | Control |
| STEPHENSON, BRADLEY | I | PRESIDENT/CCO/TRUSTEE OF STEPHENSON TRUST | NA | Control |
| STEPHENSON, BRADLEY | I | PRESIDENT/CCO | NA | Control |
| STEPHENSON, BRADLEY | I | PRESIDENT/CCO | NA | Control |
| STEPHENSON, BRADLEY | I | PRESIDENT/CCO | NA | Control |
| STEPHENSON, BRADLEY | I | PRESIDENT/CCO | NA | Control |
| STEPHENSON, BRADLEY | I | PRESIDENT/CCO | NA | Control |
| STEPHENSON, BRADLEY | I | PRESIDENT/CCO | NA | Control |
| STEPHENSON, RILEY, SEAN | I | CFO | NA | Control |
| STEPHENSON, RILEY, SEAN | I | CFO | NA | Control |
| STEPHENSON, RILEY, SEAN | I | CFO | NA | Control |
| STEPHENSON, RILEY, SEAN | I | CFO | NA | Control |
| STEPHENSON, RILEY, SEAN | I | CFO | NA | Control |
| STEPHENSON, RILEY, SEAN | I | CFO | NA | Control |
| STEPHENSON, RILEY, SEAN | I | CFO | NA | Control |
| STEPHENSON, RILEY, SEAN | I | CFO | NA | Control |
| STEPHENSON, TERESA | I | TRUSTEE | NA | |
| STEPHENSON, TERESA | I | TRUSTEE | NA | |
| STEPHENSON, TERESA | I | TRUSTEE | NA | |
| STEPHENSON, TERESA | I | TRUSTEE | NA | |
| STEPHENSON, TERESA | I | TRUSTEE | NA | |
| STEPHENSON, TERESA | I | TRUSTEE | NA | |
| STEPHENSON, TERESA | I | TRUSTEE | NA | |
| STEPHENSON, TERESA | I | TRUSTEE | NA | |
| STEPHENSON, TERESA | I | TRUSTEE | NA | |
| STEPHENSON, TERESA | I | TRUSTEE | NA | |
| STEPHENSON, TERESA | I | TRUSTEE OF STEPHENSON TRUST | NA | |
| STEPHENSON, TERESA | I | TRUSTEE OF STEPHENSON TRUST | NA | |
| BRADLEY AND TERESA ANN STEPHENSON TRUST DATED 7-27-98 | DE | SHAREHOLDER | E | |
| BRADLEY AND TERESA ANN STEPHENSON TRUST DATED 7-27-98 | DE | SHAREHOLDER | E | |
| BRADLEY AND TERESA ANN STEPHENSON TRUST DATED 7-27-98 | DE | SHAREHOLDER | E | |
| BRADLEY AND TERESA ANN STEPHENSON TRUST DATED 7-27-98 | DE | SHAREHOLDER | E | |
| BRADLEY AND TERESA ANN STEPHENSON TRUST DATED 7-27-98 | DE | SHAREHOLDER | E | |
| BRADLEY AND TERESA ANN STEPHENSON TRUST DATED 7-27-98 | DE | SHAREHOLDER | E | |
| BRADLEY AND TERESA ANN STEPHENSON TRUST DATED 7-27-98 | DE | SHAREHOLDER | E | |
| BRADLEY AND TERESA ANN STEPHENSON TRUST DATED 7-27-98 | DE | SHAREHOLDER | E | |
| BRADLEY AND TERESA ANN STEPHENSON TRUST DATED 7-27-98 | DE | SHAREHOLDER | E | |
| BRADLEY AND TERESA ANN STEPHENSON TRUST DATED 7-27-98 | DE | SHAREHOLDER | E | |
| BRADLEY AND TERESA ANN STEPHENSON TRUST DATED 7-27-98 | DE | SHAREHOLDER | E | Control |
| BRADLEY AND TERESA ANN STEPHENSON TRUST DATED 7-27-98 | DE | SHAREHOLDER | E | |
| BRADLEY AND TERESA ANN STEPHENSON TRUST DATED 7-27-98 | DE | SHAREHOLDER | E | |
| BRADLEY AND TERESA ANN STEPHENSON TRUST DATED 7-27-98 | DE | SHAREHOLDER | E | Control |
| BRADLEY AND TERESA ANN STEPHENSON TRUST DATED 7-27-98 | DE | SHAREHOLDER | E | Control |
| BRADLEY AND TERESA ANN STEPHENSON TRUST DATED 7-27-98 | DE | SHAREHOLDER | E | Control |
| BRADLEY AND TERESA ANN STEPHENSON TRUST DATED 7-27-98 | DE | SHAREHOLDER | E | Control |
| BRADLEY AND TERESA ANN STEPHENSON TRUST DATED 7-27-98 | DE | SHAREHOLDER | E | Control |
| BRADLEY AND TERESA ANN STEPHENSON TRUST DATED 7-27-98 | DE | SHAREHOLDER | E | Control |
| STEPHENSON, RILEY, SEAN | I | SHAREHOLDER/CHIEF FINANCIAL OFFICER | B | Control |
| STEPHENSON, RILEY, SEAN | I | SHAREHOLDER/CHIEF FINANCIAL OFFICER | B | Control |
| STEPHENSON, RILEY, SEAN | I | SHAREHOLDER/CHIEF FINANCIAL OFFICER | B | Control |
| STEPHENSON, RILEY, SEAN | I | CHIEF FINANCIAL OFFICER | B | Control |
| STEPHENSON, RILEY, SEAN | I | CHIEF FINANCIAL OFFICER | B | Control |
| STEPHENSON, RILEY, SEAN | I | SHAREHOLDER/CHIEF FINANCIAL OFFICER | B | Control |
| STEPHENSON, RILEY, SEAN | I | SHAREHOLDER/CHIEF FINANCIAL OFFICER | B | Control |
| STEPHENSON, RILEY, SEAN | I | SHAREHOLDER/CHIEF FINANCIAL OFFICER | B | Control |
| STEPHENSON, RILEY, SEAN | I | SHAREHOLDER/CHIEF FINANCIAL OFFICER | B | Control |
| STEPHENSON, RILEY, SEAN | I | SHAREHOLDER/CHIEF FINANCIAL OFFICER | B | Control |
| STEPHENSON, RILEY, SEAN | I | SHAREHOLDER/CHIEF FINANCIAL OFFICER | B | Control |
| STEPHENSON, BRIANA, JO | I | SHAREHOLDER | A | |
| STEPHENSON, BRIANA, JO | I | SHAREHOLDER | A | |
| THE HUBBERT STEPHENSON TRUST DTD 5/14/18 FBO BRIANA J. STEPHENSON | DE | SHAREHOLDER | A | |
| THE HUBBERT STEPHENSON TRUST DTD 5/14/18 FBO BRIANA J. STEPHENSON | DE | SHAREHOLDER | A | |
| THE HUBBERT STEPHENSON TRUST DTD 5/14/18 FBO BRIANA J. STEPHENSON | DE | SHAREHOLDER | A | |
| THE HUBBERT STEPHENSON TRUST DTD 5/14/18 FBO BRIANA J. STEPHENSON | DE | SHAREHOLDER | A | |
| THE HUBBERT STEPHENSON TRUST DTD 5/14/18 FBO BRIANA J. STEPHENSON | DE | SHAREHOLDER | A | |
| THE HUBBERT STEPHENSON TRUST DTD 5/14/18 FBO BRIANA J. STEPHENSON | DE | SHAREHOLDER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| STEPHENSON, BRADLEY | I | BRADLEY AND TERESA ANN STEPHENSON TRUST DATED 7-27-98 | F | Control |
| STEPHENSON, BRADLEY | I | BRADLEY AND TERESA ANN STEPHENSON TRUST DATED 7-27-98 | F | Control |
| STEPHENSON, BRADLEY | I | BRADLEY AND TERESA ANN STEPHENSON TRUST DATED 7-27-98 | F | Control |
| STEPHENSON, BRADLEY | I | BRADLEY AND TERESA ANN STEPHENSON TRUST DATED 7-27-98 | F | Control |
| STEPHENSON, BRADLEY | I | BRADLEY AND TERESA ANN STEPHENSON TRUST DATED 7-27-98 | F | Control |
| STEPHENSON, BRIANA, JO | I | THE HUBBERT STEPHENSON TRUST DTD 5/14/18 FBO BRIANA J. STEPHENSON | F | |
| STEPHENSON, BRIANA, JO | I | THE HUBBERT STEPHENSON TRUST DTD 5/14/18 FBO BRIANA J. STEPHENSON | F | |
| STEPHENSON, BRIANA, JO | I | THE HUBBERT STEPHENSON TRUST DTD 5/14/18 FBO BRIANA J. STEPHENSON | F | |
| STEPHENSON, BRIANA, JO | I | THE HUBBERT STEPHENSON TRUST DTD 5/14/18 FBO BRIANA J. STEPHENSON | F | |
| STEPHENSON, BRIANA, JO | I | THE HUBBERT STEPHENSON TRUST DTD 5/14/18 FBO BRIANA J. STEPHENSON | F | |
| Stephenson, Teresa | I | BRADLEY AND TERESA ANN STEPHENSON TRUST DATED 7-27-98 | F | Control |
| Stephenson, Teresa | I | BRADLEY AND TERESA ANN STEPHENSON TRUST DATED 7-27-98 | F | Control |
| Stephenson, Teresa | I | BRADLEY AND TERESA ANN STEPHENSON TRUST DATED 7-27-98 | F | Control |
| Stephenson, Teresa | I | BRADLEY AND TERESA ANN STEPHENSON TRUST DATED 7-27-98 | F | Control |
| Stephenson, Teresa | I | BRADLEY AND TERESA ANN STEPHENSON TRUST DATED 7-27-98 | F | Control |
| STEPHENSON, BRADLEY | I | BRADLEY AND TERESA ANN STEPHENSON TRUST DATED 7-27-98 | D | Control |
| Stephenson, Teresa | I | BRADLEY AND TERESA ANN STEPHENSON TRUST DATED 7-27-98 | D | Control |
Registrations
Federal
IA
Mar 3, 2025 REGISTERED
Notice Filings (3)
AZ CA TX
Address
241 AVENIDA DEL MARSAN CLEMENTE, CA 92672
United States
Phone: 949-727-4255