# Steerson Advisors

> Steerson Advisors is a state-registered investment advisory firm, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 26, 2025.

- CRD: 327734
- Filed as: STEERSON ADVISORS
- Legal name: Steerson Advisors LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Florida
- Filing period: October 2026
- Form ADV filing dated: March 26, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/327734
- AdvisorCensus page: https://advisorcensus.com/firm/steerson-advisors-327734

## Quick answers

**How is Steerson Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Steerson Advisors reports these compensation arrangements: fixed fees (other than subscription fees); performance-based fees.

**Is Steerson Advisors registered with the SEC or a state?**
Steerson Advisors is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 327734.

**How much does Steerson Advisors manage?**
Steerson Advisors reports $4,250,062 in regulatory assets under management in its Form ADV filing dated March 26, 2025 (0% discretionary).

**What types of clients does Steerson Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (3).

**Does Steerson Advisors 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/327734

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $4,250,062
- Discretionary: $0
- Non-discretionary: $4,250,062

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 3 | $4,250,062 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2023 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- steerson.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Steerson Advisors (CRD 327734): Form ADV filing data as of October 2026.