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SS

Sarah H. Stevenson

CAPITAL INSIGHT PARTNERS
Scottsdale, AZ 85255
Some features on this profile are disabled
CRD#: 7887382
SS

Professional summary

Sarah Hope Stevenson, who also goes by Sarah Stevenson, Sarah Hope Stevenson, is a registered financial advisor currently at CAPITAL INSIGHT PARTNERS, LLC located in Scottsdale, Arizona.

Sarah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Sarah has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Sarah Stevenson | Sarah Hope Stevenson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355 NAME OF BUSINESS: REFORMED PILATES NON-INVESTMENT RELATED ADDRESS (CITY/STATE): SCOTTSDALE, AZ NATURE OF BUSINESS: RETAIL/SERVICE POSITION: TEACHER START DATE: 05/2024 APPROX. HOURS/MONTH: 32 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: PILATES CLASS INSTRUCTOR NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT RELATED ADDRESS (CITY/STATE): PHOENIX, AZ NATURE OF BUSINESS: RETAIL/SERVICE POSITION: CONTRACTED WITH ARIZONA MODEL MANAGEMENT START DATE: 01/2023 APPROX. HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: CLOTHING MODELING

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sarah Hope Stevenson's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

November 5, 2025 - Present

CAPITAL INSIGHT PARTNERS, LLC

Office #1: 7328 East Deer Valley Road Suite 105, Scottsdale, AZ 85255
RIA
CRD#: 147165
Scottsdale, AZ
Past

June 14, 2024 - August 4, 2025

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
SCOTTSDALE, AZ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CAPITAL INSIGHT PARTNERS, LLC
CAPITAL INSIGHT PARTNERS, LLC

CRD#: 147165 / SEC#: 801-69421

RIA
Registered Investment Advisory firm - (7/14/2008 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Arizona
(11/5/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/10/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/1/2024
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 6/13/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 4/23/2024
Securities Industry Essentials Examination

Current Firm

CI
CAPITAL INSIGHT PARTNERS, LLC
CAPITAL INSIGHT PARTNERS, LLC

CRD#: 147165 / SEC#: 801-69421

RIA
Registered Investment Advisory firm - (7/14/2008 Approved)
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Contact information

Main Address
7328 East Deer Valley Road Suite 105, Scottsdale, AZ 85255
Mailing Address
Phone number
(480) 295-7070
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (14 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2 - APPENDIX 1 - WRAP (3/14/2025)
ADV PART 2 - NON-WRAP (3/14/2025)

Regulatory assets under management

Total Number of Accounts993
AUM (Assets Under Management)$ 829,630,377

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CAPITAL INSIGHT PARTNERS, LLC

CRD#: 147165Scottsdale, AZ 85255

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