Anil Thomas
Financial advisor at Stephens Investment Management Group, LLC · Evanston, IL
Last updated 2026-10-10
Claim your profileAnil Thomas is a financial advisor at Stephens Investment Management Group, LLC in Evanston, IL, CRD 5477570. Licenses and exams on the registration: Series 65, Series 63. IAPD registration began 2008-01-15.
Registration
- CRD number
- 5477570
- Registration status
- Active
- IAPD registration
- 2008-01-15
- Industry Experience
- 18 years
- Work Experience
- 13 years
- States registered
- IL, TX
Licenses and exams
- Series 65
- Series 63
Work history
- 2013-07 to 2017-12 · Oppenheimerfunds · New York, NY
- 2018-01 to 2020-06 · Jackson National Life Distributors LLC · Chicago, IL
- 2018-01 to 2020-06 · Ppm America, Inc. · Chicago, IL
- 2020-07 to Present · Kennedy Capital Management LLC · Evanston, IL
- 2020-09 to Present · Imst Distributors, LLC · Evanston, IL
Current employment
- Stephens Investment Management Group, LLC · Little Rock, AR
Stephens Investment Management Group, LLC
- Regulatory AUM
- $9,546,934,754
- Registered advisors
- 11
- Offices
- 4
- Clients per advisor
- 25.2 (Low)
- Average AUM per client
- $34.5M (Moderate)
- High-net-worth client ratio
- 76.5% (High)
Stephens Investment Management Group, LLC: advisors, services and reported ETF investments
About
Anil Thomas is a financial advisor at Stephens Investment Management Group, LLC in Evanston, IL. Reported securities licenses include Series 65 and Series 63. The latest record indicates 18 years of industry experience and 13 years of reported work history. Reported roles include Imst Distributors, LLC, Kennedy Capital Management LLC, Jackson National Life Distributors LLC, Ppm America, Inc..
Stephens Investment Management Group, LLC's firm-level Form ADV reports 11 advisors across 4 offices; approximately 25.2 clients per advisor, average assets per client of $34,465,468, and regulatory AUM of $9.5B; client categories including High net worth individuals, Investment companies, Pooled investment vehicles, Pension and profit-sharing plans, State or municipal government entities, Corporations or other businesses; services including Portfolio Management: Individuals and Small Businesses, Portfolio Management: Investment Companies, Portfolio Management: Pooled Investment Vehicles, Portfolio Management: Businesses or Institutional Clients, Other Advisory Service.
What this firm offers
Filed by Stephens Investment Management Group, LLC on Form ADV.
Client services
- Individuals and Small Businesses
- Investment Companies
- Pooled Investment Vehicles
- Businesses or Institutional Clients
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Performance-Based Fees
Business and affiliations
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Registered Municipal Advisor
- Insurance Company or Agency
- Pension Consultant
Location
Evanston, IL
1 advisor at this office.
Contact
The firm's filed contact details.
- Phone: 800-458-6589
- Website: stephensimg.com
Official record
Are you Anil Thomas?
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