ROBERT STEPHEN CAPITAL MANAGEMENT LLC
  • ROBERT STEPHEN CAPITAL MANAGEMENT LLC
  • DBA: ROBERT STEPHEN CAPITAL MANAGEMENT
  • STREETER MOORE & STIPE LLC
  • SMS FINANCIAL & INVESTMENT MANAGEMENT
  • DBA: WEALTH MANAGEMENT SOLUTIONS

Adviser Profile

As of Date 03/27/2026
Registration SEC, Approved, 01/07/2008
Other registrations (2)
ADV Location TULSA, OK, United States
Contact Info 918 xxxxxxx
Websites
AUM* 219,130,877 -2%
of that, discretionary 208,621,268 -3%
Number of Employees 5
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 1,165,590 38%
% High Net Worth 13.30% -63%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

215M 184M 153M 123M 92M 61M 31M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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