# Stevard LLC

> Stevard LLC is a state-registered investment advisory firm, registered since 2026, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 285189
- Filed as: STEVARD LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Illinois
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/285189
- AdvisorCensus page: https://advisorcensus.com/firm/stevard-llc-285189

## Quick answers

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

**Is Stevard LLC registered with the SEC or a state?**
Stevard LLC is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 285189.

**How much does Stevard LLC manage?**
Stevard LLC reports $42,892,796 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).

**How have Stevard LLC's assets and staff changed since 2021?**
In the Form ADV data for Stevard LLC: Regulatory assets under management: $907,629,346 in the October 2021 data and $42,892,796 in the October 2026 data, down 95%. Total employees: 3 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Stevard LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (13); individuals (other than high net worth individuals) (1); corporations or other businesses not listed above (1).

**Does Stevard 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/285189

**What changed in Stevard LLC's recent Form ADV filings?**
In the February 2026 filing data: Employees performing advisory functions went from 2 to 1.

## 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

### Regulatory assets under management (Item 5.F)
- Total: $42,892,796
- Discretionary: $42,892,796
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1 | $7,738 |
| High net worth individuals | 13 | $42,883,545 |
| 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 | 1 | $1,513 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- stevardllc.com
- LinkedIn @CHRISTINE-SIBRAVA-31635536
- LinkedIn @JESSJGARNER

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $907,629,346 | 3 | March 12, 2021 |
| October 2022 | $177,149,670 | 2 | May 3, 2022 |
| October 2023 | $141,834,552 | 2 | March 31, 2023 |
| October 2024 | $130,588,368 | 2 | March 7, 2024 |
| October 2025 | $41,928,899 | 2 | March 4, 2025 |
| October 2026 | $42,892,796 | 1 | March 24, 2026 |

Regulatory assets under management: $907,629,346 in the October 2021 data and $42,892,796 in the October 2026 data, down 95%.
Total employees: 3 in October 2021 and 1 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Employees performing advisory functions went from 2 to 1.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stevard LLC (CRD 285189): Form ADV filing data as of October 2026.