STEPHENS CONSULTING, LLC
CRD #308970 SEC #801-122003 FLINT, MI 810-732-7411
SEC Registered
Total AUM
$1.1B
Discretionary
$914.5M
Employees
19
Clients
--
Accounts
2,910
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $1.1B | $914.5M | $157.1M | 19 | 36 |
| Aug 2025 | $1.1B | $914.5M | $157.1M | 19 | 36 |
| Aug 2025 | $1.1B | $914.5M | $157.1M | 19 | 36 |
| Aug 2025 | $1.1B | $914.5M | $157.1M | 19 | 36 |
| Feb 2025 | $1.1B | $914.5M | $157.1M | 19 | 36 |
| Feb 2025 | $1.1B | $914.5M | $157.1M | 19 | 36 |
| Oct 2024 | $918.4M | $821M | $97.4M | 22 | 70 |
| Apr 2024 | $918.4M | $821M | $97.4M | 22 | 70 |
| Apr 2024 | $918.4M | $821M | $97.4M | 22 | 70 |
| Jan 2024 | $918.4M | $821M | $97.4M | 22 | 70 |
| Jan 2024 | $918.4M | $821M | $97.4M | 22 | 70 |
| Dec 2023 | $717.9M | $604.6M | $113.2M | 26 | 16 |
| May 2023 | $717.9M | $604.6M | $113.2M | 26 | 16 |
| Apr 2023 | $717.9M | $604.6M | $113.2M | 26 | 16 |
| Jan 2023 | $717.9M | $604.6M | $113.2M | 26 | 16 |
| Jan 2023 | $717.9M | $604.6M | $113.2M | 26 | 16 |
| Nov 2022 | $760.8M | $666.5M | $94.3M | 21 | 28 |
| Jul 2022 | $760.8M | $666.5M | $94.3M | 21 | 28 |
| May 2022 | $760.8M | $666.5M | $94.3M | 21 | 28 |
| May 2022 | $760.8M | $666.5M | $94.3M | 21 | 28 |
| Apr 2022 | $760.8M | $666.5M | $94.3M | 21 | 28 |
| Mar 2022 | $760.8M | $666.5M | $94.3M | 21 | 28 |
| Dec 2021 | $794.5M | $679.8M | $114.6M | 18 | 0 |
| Dec 2021 | $794.5M | $679.8M | $114.6M | 18 | 0 |
| Nov 2021 | $794.5M | $679.8M | $114.6M | 18 | 0 |
| Nov 2021 | $0 | $0 | $0 | 18 | 0 |
| Jul 2021 | $0 | $0 | $0 | 18 | 0 |
DateOct 2025
Total AUM$1.1B
Discretionary$914.5M
Non-Disc.$157.1M
Employees19
Clients36
DateAug 2025
Total AUM$1.1B
Discretionary$914.5M
Non-Disc.$157.1M
Employees19
Clients36
DateAug 2025
Total AUM$1.1B
Discretionary$914.5M
Non-Disc.$157.1M
Employees19
Clients36
DateAug 2025
Total AUM$1.1B
Discretionary$914.5M
Non-Disc.$157.1M
Employees19
Clients36
DateFeb 2025
Total AUM$1.1B
Discretionary$914.5M
Non-Disc.$157.1M
Employees19
Clients36
DateFeb 2025
Total AUM$1.1B
Discretionary$914.5M
Non-Disc.$157.1M
Employees19
Clients36
DateOct 2024
Total AUM$918.4M
Discretionary$821M
Non-Disc.$97.4M
Employees22
Clients70
DateApr 2024
Total AUM$918.4M
Discretionary$821M
Non-Disc.$97.4M
Employees22
Clients70
DateApr 2024
Total AUM$918.4M
Discretionary$821M
Non-Disc.$97.4M
Employees22
Clients70
DateJan 2024
Total AUM$918.4M
Discretionary$821M
Non-Disc.$97.4M
Employees22
Clients70
DateJan 2024
Total AUM$918.4M
Discretionary$821M
Non-Disc.$97.4M
Employees22
Clients70
DateDec 2023
Total AUM$717.9M
Discretionary$604.6M
Non-Disc.$113.2M
Employees26
Clients16
DateMay 2023
Total AUM$717.9M
Discretionary$604.6M
Non-Disc.$113.2M
Employees26
Clients16
DateApr 2023
Total AUM$717.9M
Discretionary$604.6M
Non-Disc.$113.2M
Employees26
Clients16
DateJan 2023
Total AUM$717.9M
Discretionary$604.6M
Non-Disc.$113.2M
Employees26
Clients16
DateJan 2023
Total AUM$717.9M
Discretionary$604.6M
Non-Disc.$113.2M
Employees26
Clients16
DateNov 2022
Total AUM$760.8M
Discretionary$666.5M
Non-Disc.$94.3M
Employees21
Clients28
DateJul 2022
Total AUM$760.8M
Discretionary$666.5M
Non-Disc.$94.3M
Employees21
Clients28
DateMay 2022
Total AUM$760.8M
Discretionary$666.5M
Non-Disc.$94.3M
Employees21
Clients28
DateMay 2022
Total AUM$760.8M
Discretionary$666.5M
Non-Disc.$94.3M
Employees21
Clients28
DateApr 2022
Total AUM$760.8M
Discretionary$666.5M
Non-Disc.$94.3M
Employees21
Clients28
DateMar 2022
Total AUM$760.8M
Discretionary$666.5M
Non-Disc.$94.3M
Employees21
Clients28
DateDec 2021
Total AUM$794.5M
Discretionary$679.8M
Non-Disc.$114.6M
Employees18
Clients0
DateDec 2021
Total AUM$794.5M
Discretionary$679.8M
Non-Disc.$114.6M
Employees18
Clients0
DateNov 2021
Total AUM$794.5M
Discretionary$679.8M
Non-Disc.$114.6M
Employees18
Clients0
DateNov 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees18
Clients0
DateJul 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees18
Clients0