SS
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
297 clients
Average Client Portfolio
$651K average
Assets Under Management
$193.5M
Fee Structure
This document does not contain any information regarding fees. Therefore, no fee summary can be provided.
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Advisor Information
Office location
4111 S. Darlington, Suite 120, Tulsa, OK, 74135
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Stephen is a partner in BTO Properties, LLC, handling bookkeeping and analysis, and the owner of Streeter Financial. He also owns Robert Stephen Capital Management DBA Streeter, Moore & Stipe LLC, and serves as a trustee on the Board of Trustees for the OK Teachers Retirement System, dedicating minimal time to this role.
Employment History
Current Registrations
Robert Stephen Capital Management LLC
September 1998 - Present · 27 yrs 4 mos
Previous Registrations
FsicBroker
January 2008 - October 2020 · 12 yrs 9 mos
Oakbrook Financial Group, LLCBroker
May 2005 - December 2007 · 2 yrs 7 mos
Wilbanks Securities, INC.Broker
March 2000 - May 2005 · 5 yrs 2 mos
Birchtree Financial Services, INC.Broker
May 1998 - April 2000 · 1 yr 11 mos
Investacorp, INC.Broker
August 1994 - June 1998 · 3 yrs 10 mos
Pruco Securities Corporation Broker
February 1993 - August 1994 · 1 yr 6 mos
State Registrations3 states
AROKTX
Advisor
Exams
No exam information available for this advisor.