# STEPHENSON AND COMPANY, INC.

STEPHENSON AND COMPANY, INC. of SAN CLEMENTE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 111453
- Type: SEC-registered investment adviser
- SEC file number: 801-117128
- Location: 241 AVENIDA DEL MAR, SAN CLEMENTE, CA, 92672
- Phone: 949-727-4255
- Latest filing: 2026-03-17
- Regulatory AUM: $447.0M
- Discretionary AUM: $353.4M
- Non-discretionary AUM: $93.6M
- Clients: 5
- Accounts: 656

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Bradley Stephenson | PRESIDENT/CCO; TRUSTEE | Grand Cayman, E9 |
| Teresa Stephenson | TRUSTEE | — |
| Riley Sean Stephenson | SHAREHOLDER/CHIEF FINANCIAL OFFICER | — |
| Briana Jo Stephenson | TRUSTEE | — |
| STEPHENSON BRADLEY | PRESIDENT/CCO; PRESIDENT/CCO/TRUSTEE; PRESIDENT/CCO/TRUSTEE OF STEPHENSON TRUST (+1 more) | — |
| STEPHENSON RILEY SEAN | CFO; CHIEF FINANCIAL OFFICER; SHAREHOLDER/CHIEF FINANCIAL OFFICER | — |
| STEPHENSON TERESA | TRUSTEE; TRUSTEE OF STEPHENSON TRUST | — |
| STEPHENSON BRIANA JO | SHAREHOLDER; TRUSTEE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/111453/brochure
- Similar advisers: https://search.stillhousedata.com/firm/111453/similar
- Related entities: https://search.stillhousedata.com/firm/111453/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/111453

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.