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Private Wealth Daily
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The Lean 100 · 2026 edition
No.9
Stevens Capital Partners logo

Stevens Capital Partners

Omaha, NE · Firm website

168%AUM growth, 2024 to 2026
$810MAUM in the 2026 filing
77%client growth
21people at the firm

AUM by filing

$207M2023
$303M2024
$432M2025
$810M2026

Clients by filing

2792023
3842024
5092025
6812026

Key people

  • Brett JacksonChief Operating OfficerOwner
  • David Stevens
    David StevensFounder & PrincipalOwner · 4 years at the firm
    in
  • Terrance HutchinsManaging Director1 year at the firm
    in

Against the list

  • MeasureThis firmList median
  • AUM growth168%104%
  • Client growth77%43%
  • People217
  • AUM per person$38.6M$49.7M

Rank by measure

  • Official rankNo. 9168%
  • Client growthNo. 2577%
  • AUM added per personNo. 58$24.2M
  • AUM per personNo. 72$38.6M
← No. 8 Lexington Hill PartnersNo. 10 Burkholder Wealth Management →
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Stevens Capital Partners: No. 9 on The Lean 100 (2026) — Private Wealth Daily