On the heels of its inclusion in the Inc. 5000 for the second year in a row, Stevens Capital Partners, a registered investment advisor (RIA), announced today it has surpassed the $800M AUM milestone in under six years of business, alongside the acquisition of a well-established Dallas, Texas-based CPA tax practice that has served individuals and business owners for more than three decades. The acquisition adds more than 300 tax clients, including more than 100 businesses across 15 states, further expanding the firm’s ability to provide comprehensive wealth management solutions. The firm now serves clients in more than 40 states across the country, with major concentrations in Nebraska and New York. Since its founding in November 2020, Stevens Capital Partners has grown from a startup to serving clients in more than 40 states while surpassing $800 million in assets under management through rapid organic growth, including 65% growth from 2025 to 2026.
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David Stevens, a veteran of TD Ameritrade for over 20 years, founded Stevens Capital Partners with the belief that wealth management should help clients live intentionally, with an emphasis on pursuing meaning, not money.
David Stevens, a veteran of TD Ameritrade for over 20 years, founded Stevens Capital Partners with the belief that wealth management should help clients live intentionally, with an emphasis on pursuing meaning, not money. The firm prioritizes connecting their clients with philanthropies that matter most to them, giving them purpose rather than simply financial goals. Serving entrepreneurs, executives, business owners and multi-generational families, the firm works with high-net-worth to ultra-high-net-worth clients to coordinate investment management, tax planning, exit planning, estate planning and philanthropic strategies so every component of a financial plan works toward both financial success and personal impact.
“For us, wealth management has never been just about growing a portfolio,” said Stevens, founder and CEO of Stevens Capital Partners. “It’s about helping people use what they’ve built to create the life they want and the impact they hope to have. Whether that’s supporting their children, preparing the next generation, or giving back to causes they care deeply about, we believe money has the greatest value when it’s connected to purpose.”
As part of their comprehensive wealth management approach, Stevens Capital Partners has also acquired a tax planning firm. The firm aims to deliver more holistic solutions under one roof with this acquisition, as clients seek more coordinated guidance across investments, taxes, estate planning and charitable giving. This move reinforces the firm’s long-held philosophy that financial decisions should never happen in silos, while reflecting its continued investment in the specialized expertise clients increasingly expect from a modern wealth advisor.
The firm’s holistic approach also extends beyond financial outcomes. Stevens Capital Partners has differentiated itself through its 10% Mission, a firmwide pledge to contribute 10 percent of their profit to the community. David and Natalia Stevens’ commitment to philanthropy has been shaped by their own family’s journey, as their son has undergone 18 eye surgeries over the past nine years. That experience inspired their support of organizations focused on children’s healthcare, including the Pediatric Retinal Research Foundation, which funds research aimed at developing treatments and cures for rare inherited retinal diseases while supporting families affected by these life-altering conditions. The firm’s dedication to giving back extends throughout Stevens Capital Partners, where employees receive paid time off to volunteer with organizations such as Ronald McDonald House Charities.
Looking ahead, Stevens Capital Partners plans to continue investing in talent, technology and specialized expertise that allow advisors to deliver increasingly comprehensive advice while remaining focused on helping clients align their financial decisions with their personal values and long-term goals. The firm’s continued growth has been driven by long-term client relationships, maintaining a 99% client retention rate while expanding its integrated wealth management platform.
About Stevens Capital Partners
Stevens Capital Partners is an RIA based in Omaha, Nebraska, providing comprehensive investment management, financial planning, tax planning, exit planning for business owners and philanthropic advisory services to entrepreneurs, executives, business owners and multi-generational families. The firm has been named to the Inc. 5000 list of America’s fastest-growing private companies for two consecutive years. Since its founding in 2020, the firm has grown to more than $800 million in assets under management while expanding its comprehensive wealth management, tax planning and philanthropic advisory services. The firm serves clients in more than 40 states across the country with large concentrations in Nebraska and New York.
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