Sound Stewardship, LLC
● SEC registered since 2017CRD 129755SEC# 801-110568Overland Park, KS
Reg. AUM
$284.6M
Employees
11
Accounts
1,089
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 $284.6 million in regulatory assets under management and employs 11 people.
Sound Stewardship, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jonathan David Harrison Control | Member | 25-50% | 2019 |
| Matthew Johnne Syverson Control | Member & Chief Compliance Officer | Over 75% | 2003 |
Frequently asked questions
How much does Sound Stewardship, LLC manage?
Sound Stewardship, LLC reports $284.6 million in regulatory assets under management on its Form ADV.
How many employees does Sound Stewardship, LLC have?
Sound Stewardship, LLC reports 11 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
| Address | 9101 W. 110th St., Suite 150, Overland Park, KS 66210 |
| Phone | 913-317-6000 |
| Fax | 913-948-6270 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$284.6M▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 64%
Larger than 36% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$284.6Mregulatory AUM
Discretionary $232.9MNon-discretionary $51.7M