Ryan Crane is a CFA-designated registered investment advisor at Stephens Investment Management Group, LLC, based in Houston, TX, with 30 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 174 clients with $7.6B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
11 advisors
Number of Clients
174 clients
Average Client Portfolio
$43.9M average
Assets Under Management
$7.6B

Fee Structure

Minimum Investment:$3M
Investment management only (planning not offered)

SIMG charges a percentage of the assets they manage. The maximum fee for each strategy is:

  • Small Cap Growth Strategy: 1.25%
  • Mid Cap Growth Strategy: 1.00%
  • SMID Core Growth Strategy: 1.00%
  • SMID Select Growth Strategy: 1.10%
  • Leaders and Innovators Strategy: 1.00%
  • SMID Hybrid Growth Strategy: 1.25%
  • Artificial Intelligence and Automation Strategy: 1.00%

Fees are negotiable and vary depending on the size of the investment and the services provided.

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Location

9 Greenway Plaza, Houston, TX, 77046

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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.

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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 7 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

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Ryan Crane - Financial Advisor | TrueAdvisor