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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Stepp & Rothwell Inc
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|---|---|
| CRD # | 107999 |
| SEC # | 801-55489 |
| CIK # | |
| AUM | $963.7 M (2025-04-09) |
| Employees | 25 (40% Investors, 0% Brokers) |
| Phone | 913-345-4800 |
| Address | 7300 College Boulevard Overland Park, KS 66210 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 60 | 23.9 |
| (b) Individuals (high net worth individuals) | 274 | 921.1 |
| (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 | 18.7 |
| (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 | 2,276 | 963.7 |
| By Discretionary | ||
| Discretionary | 1,943 | 873.7 |
| Non-Discretionary | 333 | 90.0 |
| Total | 2,276 | 963.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 963.7 | |
| Total | 2,276 | 963.7 |
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|---|---|---|
|
Enclave Advisors LLC
✚
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TX | 1.0 |
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AZ | 1.0 |
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CO | 1.0 |
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The Gleason Group Inc
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KY | 1.0 |
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Laurel Wealth Advisors LLC
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NC | 1.0 |
|
Geometric Wealth Advisors LLC
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1.0 | |
|
Cheviot Value Management LLC
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|
CA | 1.0 |
|
Allegiant Wealth Advisors LLC
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OK | 1.0 |
|
Waypoint Capital Advisors LLC
✚
|
MN | 0.9 |
|
FSM Wealth Advisors LLC
✚
|
OH | 0.9 |