OVERLAND PARK, KSCRD 129755Latest ADV March 12, 2026
Sound Stewardship, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Overland Park, KS. Its latest Form ADV filing, dated March 12, 2026, reports $285M in regulatory assets under management, 11 employee, and 1,089 accounts.
Assets Under Management
$285M
Employees
11
Offices
--
Total Clients
190
Primary office
OVERLAND PARK, KS
9101 W. 110TH ST., SUITE 150, OVERLAND PARK, KS, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 67.9% of total clients.
Top client categories% of clientsClients
1
HNWI
67.9%
129
2
Individuals
32.1%
61
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$285Mas of March 12, 2026
Discretionary81.8%
$233M
82% of total RAUM81.8%
Non-discretionary18.2%
$52M
18% of total RAUM18.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$285M
Total Accounts1,089
10Y AUM Change+$173M (+155.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee17:1
10Y Employee Change+5 (+83.3%)
* 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.