Overview
Assets Under Management: $131 million
High-Net-Worth Clients: 14
Average Client Assets: $8.1 million
Frequently Asked Questions
STEVARD LLC 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 #285189), STEVARD LLC is subject to fiduciary duty under federal law.
STEVARD LLC serves 14 high-net-worth clients according to their SEC filing dated December 17, 2024. View client details ↓
According to their SEC Form ADV, STEVARD LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and selection of other advisors. View all service details ↓
STEVARD LLC manages $131 million in client assets according to their SEC filing dated December 17, 2024.
According to their SEC Form ADV, STEVARD LLC serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 14
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.33%
Average Client Assets: $8.1 million
Total Client Accounts: 56
Discretionary Accounts: 56
Regulatory Filings
CRD Number: 285189
Filing ID: 1920557
Last Filing Date: 2024-12-17 08:53:00