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Stevenson Capital Management, Inc. (Cupertino)


Stevenson Capital Management, Inc. is a large advisory firm based in Cupertino. It manages $269.77 million of regulatory assets for 185 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of California, Florida, Idaho, New Jersey, and Texas.

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Stevenson Capital Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Stevenson Capital Management: assets under management

The assets under management (AUM) of Stevenson Capital Management, Inc. is $269.77 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $230.21 million in discretionary accounts and $39.56 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.42 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.72 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Stevenson Capital Management, Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Cupertino

The principal office where Stevenson Capital Management, Inc. performs its advisory services is located at 19925 Stevens Creek Blvd, Cupertino, CA 95014, which is also the mailing address of the firm. An additional office of the firm is in Carmel, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 408-973-7849 or by fax 408-973-7258. The normal business hours are 8:30 am to 5 pm on Monday - Friday. You can find more information about the New York firm at www.stevensoncapital.com.


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