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 owned by an individual. The firm is SEC-registered (registered in 2017) and positions itself as a fee-for-service wealth manager for individual and family clients while also acting as a capital allocator to third‑party alternative managers. Its fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed-fee arrangements. Core advisory activities listed by the firm are financial planning, portfolio management for individuals and small businesses, selection of external advisers, and educational seminars/workshops. 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
Kristin Schroeder
Marketing ManagerCRD 5835745
Matthew Syverson
Managing PartnerCRD 4262528
Joel Reimer
Wealth AdvisorCRD 6234449
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 64Active vs passive
$260M in ETFs
99%
$258M
1%
$2.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL BOND MARKET INDEX FUND (BND) | Vanguard | Passive | Intermediate Core Bond | $31.8M | 453,448 | 12.22% |
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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