1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2ROBERT STEPHEN CAPITAL MANAGEMENT LLC

Map pinTULSA, OK
Phone918-481-6262
NotebookSEC #801-68644
Total AUM
$219.1M
Employees
5
Clients
188

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4111 S. DARLINGTON
SUITE 120
TULSA
OK 74135
United States
Operating Hours
9:00AM - 4:00PM
Monday - Friday
Phone
918-481-6262

ReceiptFinancials

Total AUM
$219.1M
Accounts
188
Discretionary
$208.6M
Accounts
187
Non-Discretionary
$10.5M
Accounts
1

ContactClients

View more in analytics →

Individual Clients
150
AUM
$73.2M
HNW Individual Clients
25
AUM
$125.6M
Corporation or Business Clients
13
AUM
$20.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
ARFLOKTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account