Active
STEPHENSON AND COMPANY, INC.
Investment Advice|SAN CLEMENTE, CA
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$311.8M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 246.2M |
| Non-Discretionary | 65.6M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 111453 |
| SEC Number | 801-117128 |
| Street Address | 241 AVENIDA DEL MAR |
| Location | SAN CLEMENTE, CA 92672 |
| Country | United States |
| Phone | 949-727-4255 |
| Fax | 949-369-2527 |
| Total Employees | 4 |
Client Count by Type (236 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 121 |
| Individuals (other than H… | 115 |
Community Partners
CITY OF ALISO VIEJO
CITY OF ANAHEIM
CITY OF BREA
CITY OF BUENA PARK
CITY OF CYPRESS
CITY OF DANA POINT
CITY OF FOUNTAIN VALLEY
CITY OF GARDEN GROVE
CITY OF HUNTINGTON BEACH
CITY OF IRVINE
CITY OF LAGUNA BEACH
CITY OF LAGUNA HILLS
CITY OF LAGUNA NIGUEL
CITY OF LAGUNA WOODS
CITY OF LA HABRA
CITY OF LAKE FOREST
CITY OF LOS ALAMITOS
CITY OF MISSION VIEJO
CITY OF NEWPORT BEACH
CITY OF PLACENTIA
CITY OF ALISO VIEJO
CITY OF ANAHEIM
CITY OF BREA
CITY OF BUENA PARK
CITY OF CYPRESS
CITY OF DANA POINT
CITY OF FOUNTAIN VALLEY
CITY OF GARDEN GROVE
CITY OF HUNTINGTON BEACH
CITY OF IRVINE
CITY OF LAGUNA BEACH
CITY OF LAGUNA HILLS
CITY OF LAGUNA NIGUEL
CITY OF LAGUNA WOODS
CITY OF LA HABRA
CITY OF LAKE FOREST
CITY OF LOS ALAMITOS
CITY OF MISSION VIEJO
CITY OF NEWPORT BEACH
CITY OF PLACENTIA
CITY OF ALISO VIEJO
CITY OF ANAHEIM
CITY OF BREA
CITY OF BUENA PARK
CITY OF CYPRESS
CITY OF DANA POINT
CITY OF FOUNTAIN VALLEY
CITY OF GARDEN GROVE
CITY OF HUNTINGTON BEACH
CITY OF IRVINE
CITY OF LAGUNA BEACH
CITY OF LAGUNA HILLS
CITY OF LAGUNA NIGUEL
CITY OF LAGUNA WOODS
CITY OF LA HABRA
CITY OF LAKE FOREST
CITY OF LOS ALAMITOS
CITY OF MISSION VIEJO
CITY OF NEWPORT BEACH
CITY OF PLACENTIA
Municipal Government
31 Active
31
Organizations
ANAHEIM COMMUNITY CENTER AUTHORITY
BIG INDEPENDENT CITIES EXCESS POOL JOINT POWERS AGREEMENT
BONITA CANYON PUBLIC FACILITIES FINANCING AUTHORITY
Bonita Canyon Public Facilities Financing Authority CFD No 98-1
BREA PUBLIC FINANCING AUTHORITY
BUENA PARK LIBRARY DISTRICT
CALIFORNIA INSURANCE POOL AUTHORITY
CALIFORNIA SCHOOL CASH RESERVE PROGRAM AUTHORITY
California Statewide Communities Development Authority CFD No 2018-03
California Statewide Communities Development Authority CFD No 2022-01
CAPISTRANO BAY COMMUNITY SERVICES DISTRICT
CENTRAL NET OPERATIONS AUTHORITY
COASTAL ANIMAL SERVICES AUTHORITY
COASTAL DISTRICT FINANCING AUTHORITY
COOP ORG FOR THE DEV OF EMP SELECTION PROC
Costa Mesa CFD No 91-1
Costa Mesa Financing Authority
Costa Mesa Public Financing Authority
EAST ORANGE COUNTRY WATER DIST
EAST ORANGE CO WATER DIST
ANAHEIM COMMUNITY CENTER AUTHORITY
BIG INDEPENDENT CITIES EXCESS POOL JOINT POWERS AGREEMENT
BONITA CANYON PUBLIC FACILITIES FINANCING AUTHORITY
Bonita Canyon Public Facilities Financing Authority CFD No 98-1
BREA PUBLIC FINANCING AUTHORITY
BUENA PARK LIBRARY DISTRICT
CALIFORNIA INSURANCE POOL AUTHORITY
CALIFORNIA SCHOOL CASH RESERVE PROGRAM AUTHORITY
California Statewide Communities Development Authority CFD No 2018-03
California Statewide Communities Development Authority CFD No 2022-01
CAPISTRANO BAY COMMUNITY SERVICES DISTRICT
CENTRAL NET OPERATIONS AUTHORITY
COASTAL ANIMAL SERVICES AUTHORITY
COASTAL DISTRICT FINANCING AUTHORITY
COOP ORG FOR THE DEV OF EMP SELECTION PROC
Costa Mesa CFD No 91-1
Costa Mesa Financing Authority
Costa Mesa Public Financing Authority
EAST ORANGE COUNTRY WATER DIST
EAST ORANGE CO WATER DIST
ANAHEIM COMMUNITY CENTER AUTHORITY
BIG INDEPENDENT CITIES EXCESS POOL JOINT POWERS AGREEMENT
BONITA CANYON PUBLIC FACILITIES FINANCING AUTHORITY
Bonita Canyon Public Facilities Financing Authority CFD No 98-1
BREA PUBLIC FINANCING AUTHORITY
BUENA PARK LIBRARY DISTRICT
CALIFORNIA INSURANCE POOL AUTHORITY
CALIFORNIA SCHOOL CASH RESERVE PROGRAM AUTHORITY
California Statewide Communities Development Authority CFD No 2018-03
California Statewide Communities Development Authority CFD No 2022-01
CAPISTRANO BAY COMMUNITY SERVICES DISTRICT
CENTRAL NET OPERATIONS AUTHORITY
COASTAL ANIMAL SERVICES AUTHORITY
COASTAL DISTRICT FINANCING AUTHORITY
COOP ORG FOR THE DEV OF EMP SELECTION PROC
Costa Mesa CFD No 91-1
Costa Mesa Financing Authority
Costa Mesa Public Financing Authority
EAST ORANGE COUNTRY WATER DIST
EAST ORANGE CO WATER DIST
Special District
81 Active
81
Organizations
ANAHEIM ELEM SCH DIST
ANAHEIM UNION HIGH SCHOOL DIST
AYMCO CONSTRUCTION
BREA OLINDA UNIFIED SCHOOL DIST
BUENA PARK ELEM SCH DIST
CAPISTRANO UNIFIED SCH DIST
CASTAIC UNION SCHOOL DISTRICT
CENTRALIA ELEM SCH DIST
CYPRESS COLLEGE
CYPRESS ELEM SCH DIST
EDWARD B COLE ACADEMY
FOUNTAIN VALLEY SCHOOL DIST
FULLERTON ELEM SCH DIST
FULLERTON JT UNION HIGH SCHOOL DIST
GARDEN GROVE UNIF SCHOOL DIST
HUNTINGTON BCH CITY ELEM SCHOOL DIST
HUNTINGTON BEACH UHS DIST
HUNTINGTON BEACH UNION HIGH SCHOOL DISTRICT
IRVINE UNIFIED SCHOOL DIST
IRVINE VALLEY COLLEGE
ANAHEIM ELEM SCH DIST
ANAHEIM UNION HIGH SCHOOL DIST
AYMCO CONSTRUCTION
BREA OLINDA UNIFIED SCHOOL DIST
BUENA PARK ELEM SCH DIST
CAPISTRANO UNIFIED SCH DIST
CASTAIC UNION SCHOOL DISTRICT
CENTRALIA ELEM SCH DIST
CYPRESS COLLEGE
CYPRESS ELEM SCH DIST
EDWARD B COLE ACADEMY
FOUNTAIN VALLEY SCHOOL DIST
FULLERTON ELEM SCH DIST
FULLERTON JT UNION HIGH SCHOOL DIST
GARDEN GROVE UNIF SCHOOL DIST
HUNTINGTON BCH CITY ELEM SCHOOL DIST
HUNTINGTON BEACH UHS DIST
HUNTINGTON BEACH UNION HIGH SCHOOL DISTRICT
IRVINE UNIFIED SCHOOL DIST
IRVINE VALLEY COLLEGE
ANAHEIM ELEM SCH DIST
ANAHEIM UNION HIGH SCHOOL DIST
AYMCO CONSTRUCTION
BREA OLINDA UNIFIED SCHOOL DIST
BUENA PARK ELEM SCH DIST
CAPISTRANO UNIFIED SCH DIST
CASTAIC UNION SCHOOL DISTRICT
CENTRALIA ELEM SCH DIST
CYPRESS COLLEGE
CYPRESS ELEM SCH DIST
EDWARD B COLE ACADEMY
FOUNTAIN VALLEY SCHOOL DIST
FULLERTON ELEM SCH DIST
FULLERTON JT UNION HIGH SCHOOL DIST
GARDEN GROVE UNIF SCHOOL DIST
HUNTINGTON BCH CITY ELEM SCHOOL DIST
HUNTINGTON BEACH UHS DIST
HUNTINGTON BEACH UNION HIGH SCHOOL DISTRICT
IRVINE UNIFIED SCHOOL DIST
IRVINE VALLEY COLLEGE
School District
40 Active
40
Organizations
0HR INC
100 Black Men of Orange County
100 FRIENDS
100 HOLE CLUB INC
10881 MAGNOLIA VILLAS HOMEOWNERS
10 Soccer Club Inc
113612 NEWPORT HARBOR AREA CA
11TH MARINES CEREMONIAL GARDEN
12th Man Club
139 BETHEL
145 BETHEL
15TH SBC REUNION COMMITTEE
16P GENETIC SYNDROME FOUNDATION
18WHINGS FOUNDATION
1966 QT MISSION
1997 GIVESWELL WESTMINSTER
1ABBA
1Billionorg
1HOPE MINISTRIES INTERNATIONAL
1in3out Inc
0HR INC
100 Black Men of Orange County
100 FRIENDS
100 HOLE CLUB INC
10881 MAGNOLIA VILLAS HOMEOWNERS
10 Soccer Club Inc
113612 NEWPORT HARBOR AREA CA
11TH MARINES CEREMONIAL GARDEN
12th Man Club
139 BETHEL
145 BETHEL
15TH SBC REUNION COMMITTEE
16P GENETIC SYNDROME FOUNDATION
18WHINGS FOUNDATION
1966 QT MISSION
1997 GIVESWELL WESTMINSTER
1ABBA
1Billionorg
1HOPE MINISTRIES INTERNATIONAL
1in3out Inc
0HR INC
100 Black Men of Orange County
100 FRIENDS
100 HOLE CLUB INC
10881 MAGNOLIA VILLAS HOMEOWNERS
10 Soccer Club Inc
113612 NEWPORT HARBOR AREA CA
11TH MARINES CEREMONIAL GARDEN
12th Man Club
139 BETHEL
145 BETHEL
15TH SBC REUNION COMMITTEE
16P GENETIC SYNDROME FOUNDATION
18WHINGS FOUNDATION
1966 QT MISSION
1997 GIVESWELL WESTMINSTER
1ABBA
1Billionorg
1HOPE MINISTRIES INTERNATIONAL
1in3out Inc
Nonprofit Organization
13849 Active
13849
Organizations
Community Partners171 organizations
CITY OF NEWPORT BEACH
Municipal Government·NEWPORT BEACH
COUNTY OF ORANGE
Municipal Government·SANTA ANA
ANAHEIM COMMUNITY CENTER AUTHORITY
Special District·ANAHEIM
BIG INDEPENDENT CITIES EXCESS POOL JOINT POWERS AGREEMENT
Special District·SACRAMENTO
BONITA CANYON PUBLIC FACILITIES FINANCING AUTHORITY
Special District·COSTA MESA
Bonita Canyon Public Facilities Financing Authority CFD No 98-1
Special District
BREA PUBLIC FINANCING AUTHORITY
Special District·BREA
BUENA PARK LIBRARY DISTRICT
Special District·BUENA PARK
CALIFORNIA INSURANCE POOL AUTHORITY
Special District·NEWPORT BEACH
CALIFORNIA SCHOOL CASH RESERVE PROGRAM AUTHORITY
Special District·VALENCIA
COASTAL ANIMAL SERVICES AUTHORITY
Special District·SAN CLEMENTE
COASTAL DISTRICT FINANCING AUTHORITY
Special District·LAGUNA BEACH
COOP ORG FOR THE DEV OF EMP SELECTION PROC
Special District·HUNTINGTON BEACH
Costa Mesa CFD No 91-1
Special District
Costa Mesa Financing Authority
Special District
Costa Mesa Public Financing Authority
Special District
EAST ORANGE COUNTRY WATER DIST
Special District·ORANGE
EL TORO WATER DISTRICT
Special District·LAKE FOREST
EMERALD BAY COMMUNITY SERVICE DISTRICT
Special District·LAGUNA BEACH
FENNER VALLEY WATER AUTHORITY
Special District·RANCHO SANTA MARGARITA
Fullerton CFD No 1
Special District
Fullerton CFD No 2
Special District
Fullerton Public Financing Authority
Special District
Fullerton School District CFD No 2000-1
Special District
Fullerton School District CFD No 2001-1
Special District
HOUSING AND COMMUNITY DEVELOPMENT DEPARTMENT
Special District·ANAHEIM
INTEGRATED LAW AND JUSTICE AGENCY FOR ORANGE COUNTY (ILJAOC)
Special District·BREA
LOS ANGELES - SAN DIEGO - SAN LUIS OBISPO RAIL CORRIDOR AGENCY
Special District·ORANGE
MOULTON NIGUEL WATER DISTRICT
Special District·LAGUNA HILLS
NORTHERN ORANGE COUNTY SELF-FUNDED WORKERS COMPENSATN AGENCY
Special District·TORRANCE
NORTH ORANGE COUNTY LIABILITY & PROPERTY SELF-INSURANCE AUTH
Special District·TORRANCE
NWRI
Special District·FOUNTAIN VALLEY
OC HOUSING & COMMUNITY DEVELOPMENT
Special District·SANTA ANA
OC PARKS
Special District·IRVINE
Orange CFD No 06-1
Special District
Orange CFD No 91-2
Special District
ORANGE CO HAZARD MATERIAL EMERG RESP AUTH
Special District·ANAHEIM
ORANGE COUNTY COUNCIL OF GOVERNMENTS
Special District·MISSION VIEJO
AYMCO CONSTRUCTION
School District·ANAHEIM
CYPRESS COLLEGE
School District·ANAHEIM
EDWARD B COLE ACADEMY
School District·SANTA ANA
NORTH ORANGE COUNTY REGIONAL OCCUPATIONAL PROGRAM
School District·ANAHEIM
ORANGE COAST COLLEGE-SAILING CENTER
School District·NEWPORT BEACH
SANTA CLARITA VALLEY SCHOOL FOOD SERVICES AGENCY
School District·VALENCIA
SOUTH ORANGE COUNTY COMMUNITY COLLEGE DISTRICT
School District·MISSION VIEJO
0HR INC
Nonprofit Organization·Garden Grove
100 Black Men of Orange County
Nonprofit Organization·Irvine
100 FRIENDS
Nonprofit Organization·NEWPORT BEACH
100 HOLE CLUB INC
Nonprofit Organization·San Clemente
10881 MAGNOLIA VILLAS HOMEOWNERS
Nonprofit Organization·ANAHEIM
10 Soccer Club Inc
Nonprofit Organization·Anaheim
113612 NEWPORT HARBOR AREA CA
Nonprofit Organization·Newport Beach
11TH MARINES CEREMONIAL GARDEN
Nonprofit Organization·SAN JUAN CAPISTRANO
12th Man Club
Nonprofit Organization·Dana Point
139 BETHEL
Nonprofit Organization·Anaheim
145 BETHEL
Nonprofit Organization·Anaheim
15TH SBC REUNION COMMITTEE
Nonprofit Organization·Santa Ana
16P GENETIC SYNDROME FOUNDATION
Nonprofit Organization·IRVINE
18WHINGS FOUNDATION
Nonprofit Organization·Buena Park
1966 QT MISSION
Nonprofit Organization·Anaheim
1997 GIVESWELL WESTMINSTER
Nonprofit Organization·Westminster
1ABBA
Nonprofit Organization·Dana Point
1Billionorg
Nonprofit Organization·Newport Beach
1HOPE MINISTRIES INTERNATIONAL
Nonprofit Organization·ANAHEIM
1in3out Inc
Nonprofit Organization·Villa Park
1STGENINSTEM INC
Nonprofit Organization·Irvine
1ST USA WORLD AID ORGANIZATION INC
Nonprofit Organization·Anaheim
2003 EAGLE FOUNDATION
Nonprofit Organization·NEWPORT BEACH
208 BETHEL
Nonprofit Organization·Anaheim
21 Century World Mission Center
Nonprofit Organization·Buena Park
21ST CENTURY STEM
Nonprofit Organization·SEAL BEACH
2223 WELLINGTON PLACE CORPORATION
Nonprofit Organization·SANTA ANA
28676134 NACUAA TOASTMASTERS CLUB
Nonprofit Organization·Cypress
2 BILLION BIKES FOUNDATION
Nonprofit Organization·IRVINE
2 C UNPLUGGED INC
Nonprofit Organization·SAN JUAN CAPISTRANO
2E4ME ACADEMY I NC
Nonprofit Organization·NEWPORT BEACH
2 SENSE WORTH INC
Nonprofit Organization·BREA
2 STEPS AWAY
Nonprofit Organization·Garden Grove
343 FOUNDATION
Nonprofit Organization·Lake Forest
356 BETHEL
Nonprofit Organization·Anaheim
360 ADULT DAYCARE CENTER
Nonprofit Organization·SANTA ANA
360 YOUTH DIVERSION PROGRAM
Nonprofit Organization·Santa Ana
375 CALIFORNIA SOUTHLAND CHAPTER
Nonprofit Organization·BUENA PARK
3E FOUNDATION
Nonprofit Organization·IRVINE
3RD PLANET FOR HUMANITY
Nonprofit Organization·Buena Park
463RD BOMB GROUP HISTORICAL SOCIETY
Nonprofit Organization·SANTA ANA
4-DFAM
Nonprofit Organization·San Clemente
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·SANTA ANA
4HISGLORY
Nonprofit Organization·ANAHEIM
4LIFE RESCUE INC
Nonprofit Organization·Newport Beach
4REVIVAL OUTREACH MINISTRY
Nonprofit Organization·San Juan Capistrano
4 THE 1
Nonprofit Organization·Irvine
4-WORK A NONPROFIT CORPORATION
Nonprofit Organization·LOS ALAMITOS
4YOU HEALTH CENTER
Nonprofit Organization·Brea
5008 BREA OLINDA HIGH PTSA
Nonprofit Organization·BREA