Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
12 advisors
Number of Clients
174 clients
Average Client Portfolio
$43.9M average
Assets Under Management
$7.6B

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
Loading...

Location

9 Greenway Plaza, Houston, TX, 77046

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Ryan is an investment counselor for the student managed fund at the Bauer College of Business, dedicating minimal time. He is also a one-third owner of LFR Enterprises LLC, a holding company, and spends no time on this activity.

Employment History
Current Registrations
Stephens Investment Management Group, LLC
September 2005 - Present · 20 yrs 5 mos
Previous Registrations
Stephens
September 2004 - December 2023 · 19 yrs 3 mos
StephensBroker
September 2004 - December 2023 · 19 yrs 3 mos
A I M Distributors, INC.Broker
April 1995 - September 2004 · 9 yrs 5 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.