Simply Steward

RIAState Registered

Total AUM

$35M

Discretionary

$34.1M

98% of AUM

Avg account

$160K

Accounts

219

Employees

Advisory reps

Firm details

Headquarters: Centennial, Colorado
CRD number: 287771
Website: www.simplysteward.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI73.66%
Individuals26.34%
Services: Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Simply Steward LLC is an independent, Colorado-registered advisory firm organized as an LLC and owned by an individual. The practice serves individuals and families and combines advisory work with accounting expertise — the firm lists “Accountant” among its business activities. Its advisory offerings center on financial planning, portfolio management for individuals and small businesses, and educational seminars/workshops. Compensation comes through a mix of percentage-of-AUM fees and fixed fees. The firm does not identify as an active ESG investor and is not structured as a capital allocator.