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| Step Change Advisors LLC
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| |
|---|---|
| CRD # | 153299 |
| SEC # | 801-123287 |
| CIK # | |
| AUM | $110.7 MM (2024-01-21) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 314-517-6845 |
| Address | 22 Upper Ladue Road Saint Louis, MO 63124 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3 | 1.1 |
| (b) Individuals (high net worth individuals) | 13 | 109.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 52 | 110.7 |
| By Discretionary | ||
| Discretionary | 43 | 57.4 |
| Non-Discretionary | 9 | 53.3 |
| Total | 52 | 110.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 110.7 | |
| Total | 52 | 110.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
CPWA LLC
✚
|
OR | 0.1 |
|
RJ Cloud Advisors & Company
✚
|
OK | 0.1 |
|
Delphinus Financial Advisors LLC
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|
MA | 0.1 |
|
Karani Asset Management LLC
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|
NY | 0.1 |
|
Bannerman Wealth Management Group LLC
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|
TX | 0.1 |
|
Mokan Wealth Management Inc
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|
KS | 0.1 |
|
Lane Generational LLC
✚
|
MA | 0.1 |
|
Integrity RIA LLC
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|
LA | 0.1 |
|
CB Capital Advisors LLC
✚
|
NY | 0.1 |
|
Stephen J Garry & Associates LLC
✚
|
NY | 0.1 |