Overview
Assets Under Management: $160 million
High-Net-Worth Clients: 75
Average Client Assets: $1.2 million
Frequently Asked Questions
STEADY RETURNS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #166834), STEADY RETURNS is subject to fiduciary duty under federal law.
STEADY RETURNS serves 75 high-net-worth clients according to their SEC filing dated February 23, 2026. View client details ↓
According to their SEC Form ADV, STEADY RETURNS offers portfolio management for individuals. View all service details ↓
STEADY RETURNS manages $160 million in client assets according to their SEC filing dated February 23, 2026.
According to their SEC Form ADV, STEADY RETURNS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 75
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.59%
Average Client Assets: $1.2 million
Total Client Accounts: 537
Discretionary Accounts: 537
Regulatory Filings
CRD Number: 166834
Filing ID: 2045530
Last Filing Date: 2026-02-23 17:11:20