Bluestem Financial Advisors LLC

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Assets, Funds, Holdings

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Bluestem Financial Advisors LLC
CRD #158418
SEC #801-116798
CIK #0001653303, 0001820680
AUM $358.2 M (2026-02-24)
Employees 10 (80% Investors, 0% Brokers)
Phone217-352-0000
Address1809 Woodfield Drive
Savoy, IL 61874
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($M)
4003202401608002010201520212027
Sector Form 13F Holdings Value ($M)
Apple Inc 0.7
Microsoft Corp 0.6
 
 
 
 
 
 
 
 
 
Holdings by Sector ($M)
3002401801206002019202120242027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 36 16.6
(b) Individuals (high net worth individuals) 149 341.6
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 1,010 358.2
By Discretionary
Discretionary 1,010 358.2
Non-Discretionary 0 0.0
Total 1,010 358.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 358.2
Total 1,010 358.2
EDGAR Form CIK 2011 - 2026
SC 13G [0001653303]
13F-HR [0001820680]
Form 13D/13G Filer Form 13D/13G Subject Filed
Bluestem Advisors LLC Axiom Corp [2016-03-04]
Bluestem Advisors LLC Eventure Interactive Inc [2015-09-23]
Comparable Firms State AUM ($B)
Kessler Investment Group LLC
IN 0.4
Novak & Powell Financial Services Inc
FL 0.4
Washington Park Capital Management LLC
OR 0.4
Lifeway Financial Corporation
TX 0.4
Pillar Financial Advisors LLC
KY 0.4
Applied Capital LLC
AR 0.4
Montvue Capital Management Inc
VA 0.4
Houlihan Financial Resource Group Ltd
VA 0.4
GKV Capital Management Co Inc
CA 0.4
Saltmarsh Financial Advisors LLC
FL 0.4
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