Stephen Streeter
Advisor at Robert Stephen Capital Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Robert Stephen Capital Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Robert Stephen Capital Management LLC
Location
Tulsa, OK 74135
Credentials
Series 63, Series 65
Industry experience
33 years
Stephen Streeter is a financial advisor with Robert Stephen Capital Management LLC in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Streeter, Moore & Stipe LLC since 1995 and has been with Robert Stephen Capital Management LLC since 2012. Streeter serves as a trustee on the Oklahoma Teachers Retirement System Board of Trustees, participating on the investment committee. Robert Stephen Capital Management LLC provides portfolio development, monitoring, and financial planning services primarily to individual and high-net-worth clients, as well as retirement plans, foundations, and other institutional clients. The firm employs a variety of analytical methods and portfolio strategies, managing most assets on a discretionary basis and offering performance-based fees on certain accounts.
Based on Robert Stephen Capital Management LLC
Based on Robert Stephen Capital Management LLC
$0 - $500,000: 1.5% $500,001 - $1,000,000: 1.25% $1,000,001+: 1.0%
Certain IARs receive commissions on insurance products sold through an independent insurance agency.
$100-$300 per hour for financial planning and consulting services.
Performance-based fees charged on certain client accounts in addition to asset-based fees.
Account minimum: $250,000
4111 S. Darlington, Suite 120
Tulsa, OK 74135
Arkansas · Oklahoma · Texas
Robert Stephen Capital Management LLC
2012 - Present (14 years)
BTO Properties LLC
2002 - Present (24 years)
Streeter, Moore & Stipe LLC
1995 - Present (31 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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