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Carter James Masteller

Investment adviser representative at Stevens Capital Partners
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$810.3MFirm 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 assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

13 years in the industry.

  1. Stevens Capital Partners, Inc.May 2026 to now
  2. Allen Capital Group, LLCJun 2023 to Apr 2026
  3. Lrs HealthcareJun 2022 to May 2023
  4. N/aAug 2021 to Jun 2022
  5. Bank of LindsayJun 2021 to Aug 2021
  6. MenardsJun 2020 to May 2021
  7. StudentNov 2019 to May 2020
  8. BuckleAug 2019 to Nov 2019
  9. StudentAug 2013 to May 2019

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2023

State registrations

Registered as an investment adviser representative in 1 state (NE).

Stevens Capital Partners

Legal name: Stevens Capital Partners Inc

$810.3MAssets managed
681Clients
11Advisers
4 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
7805015
Firm CRD
317517
Advisor's SEC record (opens in a new tab)
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