{
  "crd_number": 158418,
  "slug": "bluestem-financial-advisors-llc-savoy-il-158418",
  "primary_business_name": "BLUESTEM FINANCIAL ADVISORS, LLC",
  "legal_name": "BLUESTEM FINANCIAL ADVISORS, LLC",
  "dbas": [],
  "city": "Savoy",
  "state": "IL",
  "country": "United States",
  "cbsa_code": "16580",
  "metro": {
    "cbsa_code": "16580",
    "common_name": "Champaign",
    "msa_name": "Champaign-Urbana, IL",
    "path": "/advisors/il/champaign"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2019-06-13",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-07-16",
  "carried_forward": false,
  "raum_total": 358198984.0,
  "raum_discretionary": 358198984.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 10,
  "advisory_employees": 7,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 16623625.0,
      "count": 36
    },
    "high_net_worth_individuals": {
      "raum": 341575359.0,
      "count": 149
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "IL",
    "TX"
  ],
  "websites": [
    "https://bluestemfa.com",
    "https://facebook.com/BLUESTEMADVISORS",
    "https://jacobkuebler.com",
    "https://jakekuebler.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/158418",
  "city_as_filed": "SAVOY",
  "url": "https://advisorcensus.com/firm/bluestem-financial-advisors-llc-savoy-il-158418",
  "display_name": "Bluestem Financial Advisors, LLC",
  "summary": "Bluestem Financial Advisors, LLC is an SEC-registered investment advisory firm in Savoy, IL, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 16, 2026.",
  "citation": "AdvisorCensus. Bluestem Financial Advisors, LLC (CRD 158418): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Bluestem Financial Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Bluestem Financial Advisors, LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees); other."
    },
    {
      "q": "Where is Bluestem Financial Advisors, LLC located?",
      "a": "Bluestem Financial Advisors, LLC's principal office is in Savoy, IL, according to its Form ADV."
    },
    {
      "q": "Is Bluestem Financial Advisors, LLC registered with the SEC or a state?",
      "a": "Bluestem Financial Advisors, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 158418."
    },
    {
      "q": "How much does Bluestem Financial Advisors, LLC manage?",
      "a": "Bluestem Financial Advisors, LLC reports $358,198,984 in regulatory assets under management in its Form ADV filing dated July 16, 2026 (100% discretionary)."
    },
    {
      "q": "How have Bluestem Financial Advisors, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Bluestem Financial Advisors, LLC: Regulatory assets under management: $221,307,733 in the October 2021 data and $358,198,984 in the October 2026 data, up 62%. Total employees: 8 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Bluestem Financial Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (149); individuals (other than high net worth individuals) (36)."
    },
    {
      "q": "Which custodians does Bluestem Financial Advisors, LLC use?",
      "a": "Bluestem Financial Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Bluestem Financial Advisors, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/158418"
    },
    {
      "q": "What changed in Bluestem Financial Advisors, LLC's recent Form ADV filings?",
      "a": "In the August 2026 filing data: Employees performing advisory functions went from 8 to 7."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 221307733.0,
      "total_employees": 8,
      "filing_date": "2021-03-11"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 256812704.0,
      "total_employees": 9,
      "filing_date": "2022-08-11"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 239090393.0,
      "total_employees": 9,
      "filing_date": "2023-02-03"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 279389061.0,
      "total_employees": 9,
      "filing_date": "2024-02-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 325455251.0,
      "total_employees": 10,
      "filing_date": "2025-04-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 358198984.0,
      "total_employees": 10,
      "filing_date": "2026-07-16"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Employees performing advisory functions went from 8 to 7."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Employees performing advisory functions went from 7 to 8.",
        "Regulatory assets under management went from $325,455,251 to $358,198,984 (+10%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/bluestem-financial-advisors-llc-savoy-il-158418.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 36,
      "fewer_than_5": false,
      "raum": 16623625.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 149,
      "fewer_than_5": false,
      "raum": 341575359.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/158418",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}