# Sound Stewardship, LLC

> Sound Stewardship, LLC is an SEC-registered investment advisory firm in Overland Park, KS, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 12, 2026.

- CRD: 129755
- Filed as: SOUND STEWARDSHIP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Overland Park, KS
- Filing period: October 2026
- Form ADV filing dated: March 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/129755
- AdvisorCensus page: https://advisorcensus.com/firm/sound-stewardship-llc-overland-park-ks-129755

## Quick answers

**How is Sound Stewardship, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Sound Stewardship, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

**How much does Sound Stewardship, LLC charge?**
Its Form ADV Part 2A brochure dated March 12, 2026 states: Hourly rate: $300 an hour (financial planning and investment advisory services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Sound Stewardship, LLC located?**
Sound Stewardship, LLC's principal office is in Overland Park, KS, according to its Form ADV.

**Is Sound Stewardship, LLC registered with the SEC or a state?**
Sound Stewardship, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 129755.

**How much does Sound Stewardship, LLC manage?**
Sound Stewardship, LLC reports $284,618,866 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (82% discretionary).

**How have Sound Stewardship, LLC's assets and staff changed since 2021?**
In the Form ADV data for Sound Stewardship, LLC: Regulatory assets under management: $174,872,000 in the October 2021 data and $284,618,866 in the October 2026 data, up 63%. Total employees: 6 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Sound Stewardship, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (129); individuals (other than high net worth individuals) (61).

**Which custodians does Sound Stewardship, LLC use?**
Sound Stewardship, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Distributors Company LLC as custodians holding 10% or more of its separately managed account assets.

**Does Sound Stewardship, LLC report any disciplinary disclosures?**
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/129755

**Does Sound Stewardship, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 12, 2026 says: "We do not have minimum account requirements."

**What changed in Sound Stewardship, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $243,577,802 to $284,618,866 (+17%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 12, 2026)

- Account minimum: None

> We do not have minimum account requirements.

- Hourly rate: $300 an hour (financial planning and investment advisory services)

> Hourly Rate = $300/hour

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Distributors Company LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $284,618,866
- Discretionary: $232,924,426
- Non-discretionary: $51,694,440

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 61 | $18,922,009 |
| High net worth individuals | 129 | $265,696,857 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2017 (9 years)
- Employees: 11 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IA, KS, LA, MO, NE, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- soundstewardship.com
- Facebook @SOUNDSTEWARDSHIP
- Instagram @soundstewardship
- LinkedIn @SOUND-STEWARDSHIP-LLC
- YouTube @Soundstewardship

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $174,872,000 | 6 | March 30, 2021 |
| October 2022 | $205,204,876 | 8 | July 21, 2022 |
| October 2023 | $188,956,057 | 8 | March 21, 2023 |
| October 2024 | $217,333,172 | 9 | March 12, 2024 |
| October 2025 | $243,577,802 | 9 | April 29, 2025 |
| October 2026 | $284,618,866 | 11 | March 12, 2026 |

Regulatory assets under management: $174,872,000 in the October 2021 data and $284,618,866 in the October 2026 data, up 63%.
Total employees: 6 in October 2021 and 11 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $243,577,802 to $284,618,866 (+17%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sound Stewardship, LLC (CRD 129755): Form ADV filing data as of October 2026.