Sound Stewardship, LLC
Firm details
- Headquarters
- Overland Park, Kansas
- CRD number
- 129755
- Registered since
- May 19, 2017
- Website
- www.soundstewardship.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI93.35%
- Individuals6.65%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Sound Stewardship, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2017. The firm focuses on individual and family clients and positions itself as a capital allocator that combines financial planning with discretionary and non-discretionary portfolio management. Core advisory services include financial planning, portfolio management for individuals and small businesses, selecting third‑party managers, and running educational seminars or workshops. Its fee arrangements are a mix of asset‑based fees, hourly charges, fixed fees and other bespoke pricing. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds87%
- Cash & Cash Equivalents9%
- Exchange Traded Equities4%
Contacts
3 of 9
Joel Reimer
Wealth AdvisorCRD 6234449
Derek Hensley
Associate Wealth AdvisorCRD 6553962
Ambra Leibach
Office ManagerCRD 5625827
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 59Active vs passive
$256M in ETFs
100%
$256M
0%
$256K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL BOND MARKET INDEX FUND (BND) | Vanguard | Passive | Intermediate Core Bond | $33.7M | 458,601 | 13.13% |
Location
Overland Park, KS
Johnson
Location
Overland Park, KS
Headquartered in Overland Park, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- Johnson
- Address
- 9101 W 110th St
- Time zone
- CT (UTC-6)
- Office locations
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