Clayton
James
Stephens Group Asset Management, LLC
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About this Advisor
Clayton James is a financial advisor who works out of Little Rock, Arkansas who has 4 years of relevant experience. James is an advisor for Stephens Group Asset Management, LLC. Their career trajectory has included roles at Stephens Group Asset Management, LLC and Stephens Inc. James holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in Arkansas and Texas. Stephens Group Asset Management, LLC is a registered investment firm operating out of Little Rock, AR. It handles $1 billion in assets among its 356 client accounts, placing it among the larger firms in the country by assets under management. The firm serves seven charities and foundations. Of its 356 accounts, 55% are associated with high-net-worth clients who have at least $1 million in assets. Stephens Group Asset Management, LLC performs a set of services, such as portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors largely depend on which services the firm provides the client. Fees billed by Stephens Group Asset Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Stephens Group Asset Management, LLC Brokerage Details
$1,008,440,028
4
356
$2,832,697
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Clayton James Work History
Clayton has been registered as a financial advisor for 4 years.*
Stephens Group Asset Management, LLC
Stephens Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Clayton James to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Stephens Group Asset Management, LLC
Little Rock, AR
Little Rock, AR
Little Rock, AR
Little Rock, AR
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