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Sound Stewardship, LLC

● SEC registered since 2017CRD 129755SEC# 801-110568Overland Park, KS
Export (members)
Reg. AUM
$243.6M
Employees
9
Accounts
1,069
Location
Overland Park, KS

Sound Stewardship, LLC assets under management

Sound Stewardship, LLC is a registered investment adviser overseen by the SEC based in Overland Park, KS. The firm has been registered since 2017. It reports $243.6 million in regulatory assets under management and employs 9 people.
www.soundstewardship.comView on SEC.gov ↗

Sound Stewardship, LLC owners & executives

2 reported
NameTitleOwnershipSince
Jonathan David Harrison ControlMember25-50%2019
Matthew Johnne Syverson ControlMember & Chief Compliance OfficerOver 75%2003

Frequently asked questions

How much does Sound Stewardship, LLC manage?

Sound Stewardship, LLC reports $243.6 million in regulatory assets under management on its Form ADV.

How many employees does Sound Stewardship, LLC have?

Sound Stewardship, LLC reports 9 employees.

Where is Sound Stewardship, LLC located?

Sound Stewardship, LLC is based in Overland Park, KS and has been SEC-registered since 2017.

Does Sound Stewardship, LLC disclose fund performance?

Sound Stewardship, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address9101 W. 110th St., Suite 150, Overland Park, KS 66210
Phone913-317-6000
Fax913-948-6270
Office hours8:30a.m. - 5:00p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$202.9M
Non-discretionary$40.7M
Total (RAUM)$243.6M