# Stepping Stone Advisors, LLC

> Stepping Stone Advisors, LLC is a state-registered investment advisory firm, registered since 2019, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 21, 2026.

- CRD: 300868
- Filed as: STEPPING STONE ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: January 21, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/300868
- AdvisorCensus page: https://advisorcensus.com/firm/stepping-stone-advisors-llc-300868

## Quick answers

**How is Stepping Stone Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Stepping Stone Advisors, LLC reports these compensation arrangements: hourly charges; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Stepping Stone Advisors, LLC registered with the SEC or a state?**
Stepping Stone Advisors, LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 300868.

**How much does Stepping Stone Advisors, LLC manage?**
Stepping Stone Advisors, LLC reports $540,800 in regulatory assets under management in its Form ADV filing dated January 21, 2026 (100% discretionary).

**What types of clients does Stepping Stone Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (7); high net worth individuals (2).

**Does Stepping Stone Advisors, LLC 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/300868

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Other

### Regulatory assets under management (Item 5.F)
- Total: $540,800
- Discretionary: $540,800
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7 | $470,800 |
| High net worth individuals | 2 | $70,000 |

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

### Firm details
- Registered since: 2019 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stepping Stone Advisors, LLC (CRD 300868): Form ADV filing data as of October 2026.