Charles Clavel
Investment adviser representative at Stephens Investment Management Group, LLC
12 yearsExperience
1 stateRegistered in
CFADesignation
$9.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Stephens Investment Management Group, LLCMar 2019 to now
- Stephens Inc.Jun 2018 to now
- Morgan Stanley & Co. LLCSep 2014 to Mar 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
State registrations
Registered as an investment adviser representative in 1 state (TX).
Stephens Investment Management Group, LLC
$9.5BAssets managed
277Clients
11Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5480442
- Firm CRD
- 136369