FELDSTEIN, STEVEN DBA STEVEN FELDSTEIN & ASSOCIATES
CRD 109022Latest ADV February 24, 2026
Feldstein, Steven Dba Steven Feldstein & Associates is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated February 24, 2026, reports $160M in regulatory assets under management, 4 employees, and 740 accounts.
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
526
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$160Mas of February 24, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$160M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$160M
Total Accounts740
10Y AUM Change+$45M (+39.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee132:1
10Y Employee Change+1 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.