|
⚲
|
| Keyboard |
| Steffes Financial Ltd
✚
|
|
|---|---|
| CRD # | 134530 |
| SEC # | 801-64179 |
| CIK # | 0002110878 |
| AUM | 611.5 M (2026-02-09) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 913-722-1111 |
| Address | 8655 College Blvd Overland Park, KS 66210 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 3.1 | ||
| Alphabet Inc | 1.9 | ||
| Amazon Com Inc | 1.4 | ||
| Alphabet Inc | 1.1 | ||
| Nvidia Corp | 0.6 | ||
| Pfizer Inc | 0.5 | ||
| Linde PLC | 0.4 | ||
| Microsoft Corp | 0.4 | ||
| Tesla Motors Inc | 0.3 | ||
| Costco Wholesale Corp /NEW | 0.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 126 | 50.9 |
| (b) Individuals (high net worth individuals) | 92 | 303.7 |
| (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 | 47 | 256.9 |
| (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 | 652 | 611.5 |
| By Discretionary | ||
| Discretionary | 605 | 354.6 |
| Non-Discretionary | 47 | 256.9 |
| Total | 652 | 611.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 611.5 | |
| Total | 652 | 611.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002110878] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Auctus Advisors LLC
✚
|
NC | 612.9 M |
|
Capital A Wealth Management LLC
✚
|
PA | 612.9 M |
|
Private Wealth Management Group LLC
✚
|
NJ | 612.8 M |
|
Wealth Watch Advisors Inc
✚
|
CO | 612.4 M |
|
Quartz Partners LLC
✚
|
NY | 611.9 M |
|
Highmark Wealth Management LLC
✚
|
MN | 611.7 M |
|
Arbor Trust Wealth Advisors LLC
✚
|
MI | 611.4 M |
|
Peregrine Asset Advisers Inc
✚
|
OR | 611.0 M |
|
Vista Investment Partners LLC
✚
|
OK | 610.6 M |
|
Strengthening Families & Communities LLC
✚
|
MA | 610.0 M |