Don Odell Vessels

Stephens Investment Management Group, LLC

32 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementHigh Net Worth

Stephens Investment Management Group, LLC

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

Location

9 Greenway Plaza, Houston, TX, 77046

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Criminal

March 1991

Final Disposition

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

Stephens Investment Management Group, LLC

March 2023 - Present · 2 yrs 11 mos

Previous Registrations

Stephens

March 2023 - December 2023 · 9 mos

StephensBroker

March 2023 - December 2023 · 9 mos

Invesco Advisers, INC.

January 2010 - June 2022 · 12 yrs 5 mos

Invesco Aim Private Asset Management, INC.

August 2005 - January 2010 · 4 yrs 5 mos

Invesco Distributors, INC.Broker

June 1992 - June 2022 · 30 yrs

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.