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

Claremore, OK

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Brian is the owner/president of The Real Estate and Trading Co International Inc, though he currently devotes no time to it. He also owns McGuire Wealth Advisors and dedicates whatever time is necessary to support his clients' needs, is a registered investment advisor at Streeter, Moore & Stipe, LLC (full-time), and services his financial services/insurance business through Robert Stephen Capital Management. Finally, Brian tutors through Classic Conversations for a few hours per week.

Employment History
Current Registrations
Robert Stephen Capital Management LLC
April 2014 - Present · 11 yrs 9 mos
Previous Registrations
FsicBroker
April 2014 - October 2020 · 6 yrs 6 mos
Raymond James Financial Services Advisors, INC
October 2009 - April 2014 · 4 yrs 6 mos
Raymond James Financial Services, INC.Broker
September 2009 - April 2014 · 4 yrs 7 mos
Primevest Financial Services, INC.
April 2002 - September 2009 · 7 yrs 5 mos
Primevest Financial Services, INC.Broker
April 2002 - September 2009 · 7 yrs 5 mos
Ascend Financial Services, INC.Broker
January 2000 - March 2001 · 1 yr 2 mos
State Registrations1 state
OK
Advisor
Exams
No exam information available for this advisor.