STEVENSON ADVISORY SERVICES & INVESTMENTS

STEVENSON ADVISORY SERVICES & INVESTMENTS is an SEC-registered investment adviser (CRD 317925). Regulatory assets under management: $5.3M.

Registration

• CRD: 317925
• Type: Registered investment adviser
• Phone: 530-949-5000
• Latest filing: 2026-03-10
• Regulatory AUM: $5.3M
• Discretionary AUM: $5.3M
• Clients: 1
• Accounts: 16

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 317925 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search