# Simply Steward

> Simply Steward is a state-registered investment advisory firm in Centennial, CO, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated May 15, 2026.

- CRD: 287771
- Filed as: SIMPLY STEWARD
- Legal name: Simply Steward, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Centennial, CO
- Filing period: October 2026
- Form ADV filing dated: May 15, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/287771
- AdvisorCensus page: https://advisorcensus.com/firm/simply-steward-centennial-co-287771

## Quick answers

**How is Simply Steward compensated?**
On its Form ADV (Item 5.E, October 2026), Simply Steward reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Simply Steward located?**
Simply Steward's principal office is in Centennial, CO, according to its Form ADV.

**Is Simply Steward registered with the SEC or a state?**
Simply Steward is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 287771.

**How much does Simply Steward manage?**
Simply Steward reports $35,017,640 in regulatory assets under management in its Form ADV filing dated May 15, 2026 (98% discretionary).

**What types of clients does Simply Steward serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (18); individuals (other than high net worth individuals) (17).

**Does Simply Steward report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/287771

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $35,017,640
- Discretionary: $34,148,349
- Non-discretionary: $869,291

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 17 | $9,223,628 |
| High net worth individuals | 18 | $25,794,012 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- google.com/maps/place/Simply+Steward,+LLC/@39.5548883,-105.0092628,15z/data=!4m6!3m5!1s0x876c83dddbfdefab:0x114592d6
- simplysteward.com
- Facebook @SIMPLYSTEWARDPLANNER
- Instagram @simplysteward
- LinkedIn @22298419
- X @SIMPLYSTEWARD

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Simply Steward (CRD 287771): Form ADV filing data as of October 2026.