# Stephenson and Company

Stephenson and Company is a Bank / Wealth / Trust based in San Clemente, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** San Clemente, United States
- **Region:** North America
- **Address:** 241 Avenida Del Mar, San Clemente, CA 92672, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** www.stephensonfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/stephenson-&-company

## Regulatory record

- **CRD number:** 111453
- **SEC file number:** 801-117128
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/111453

## About

Stephenson and Company is an SEC-registered investment adviser in San Clemente, CA, registered since 2019. The firm manages $447 million in assets, with $353 million on a discretionary basis. It employs 5 people, including 3 investment advisers.

## People

- Bradley Stephenson — Principal
- Briana Stephenson — Principal
- Noreen Heckler — Principal
- Riley Stephenson — Principal

## Questions

### What investment mandates does the firm publicly disclose?

None. Stephenson and Company does not publish an investment strategy, asset-class allocation, or sector focus. Its website mentions investment advisory and wealth management services at a high level, but no specific mandates, direct deals, or fund commitments are documented in available sources.

### Who makes investment decisions at Stephenson and Company?

The firm's website names Bradley Stephenson, Briana Stephenson, Riley Stephenson, and Noreen Heckler as the team, but does not designate a CIO, investment committee, or any individual with explicit investment decision-making authority. No formal governance structure is publicly described.

### What is the firm's known AUM or capital base?

Stephenson and Company does not publicly disclose assets under management, total client assets, or a capital base of any kind. No regulatory filing or third-party publication provides a sourced AUM figure as of the latest data capture.

## Related profiles

- [Stephens Group Asset Management](https://altss.com/profile/stephens-group-asset-management)
- [Stephenson National Bank and Trust](https://altss.com/profile/stephenson-national-bank-and-trust)

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Last updated: 2026-06-03T20:00:00.000Z

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