Hedge Fund Database

SOUND STEWARDSHIP, LLC

Adviser information for SOUND STEWARDSHIP, LLC last updated from Form ADV on March 12th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Kansas, United States

Employees

Total Number of Employees 9
Investment Advisory/Research 8
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 7
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 636 $192.9M
Non-Discretionary 330 $24.5M
Total 966 $217.3M

Clients

Type Number RAUM
Individuals 63 $21.9M
HNW Individuals 109 $195.4M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 7
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 101-250

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)Educational seminars/workshops
Compensation % of AUMHourly chargesFixed feesFEES FOR SPEAKING ENGAGEMENTS/SEMINARS

Identifiers

SEC RIA File Number 801-110568
SEC ERA File Number 801-110568
SEC CIK Numbers 1998101
SEC CRD Numbers 129755
Legal Entity Identifier None

Principal Office

9101 W. 110TH ST.
SUITE 150
OVERLAND PARK
KS
United States
Monday - Friday, 8:30AM - 5:00PM
Tel: 913-317-6000, Fax: 913-948-6270

Websites

www.soundstewardship.com www.facebook.com/soundstewardship/ www.linkedin.com/company/sound-stewardship-llc www.youtube.com/@soundstewardship

Chief Compliance Officer

MATTHEW J. SYVERSON
PRESIDENT
9101 W. 110TH ST.
SUITE 150
OVERLAND PARK
KS
United States
Tel: 913-317-6000
Fax: 913-948-6270
(Full email address available in API data)

Regulatory Contact

AMBRA LEIBACH
OFFICE MANAGER
9101 W. 110TH ST.
SUITE 150
OVERLAND PARK
KS
United States
Tel: 913-317-6000
Fax: 913-948-6270
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
SYVERSON, MATTHEW, JOHNNE Individual – MEMBER & CHIEF COMPLIANCE OFFICER 11/2003 > 75%
HARRISON, JONATHAN, DAVID Individual – MEMBER 01/2019 25-50%

No. Employees, Historic

10502020202120222023202420256 on 3/31/20206 on 6/23/20206 on 7/2/20206 on 3/30/20218 on 3/31/20228 on 4/21/20228 on 7/21/20228 on 3/21/20238 on 10/5/20239 on 3/12/2024

RAUM, Historic

300M150M0202020212022202320242025157880488 on 3/31/2020157880488 on 6/23/2020157880488 on 7/2/2020174872000 on 3/30/2021205204876 on 3/31/2022205204876 on 4/21/2022205204876 on 7/21/2022188956057 on 3/21/2023188956057 on 10/5/2023217333172 on 3/12/2024

No. Clients, Historic

2001000202020212022202320242025142 on 3/31/2020142 on 6/23/2020142 on 7/2/2020152 on 3/30/2021156 on 3/31/2022156 on 4/21/2022156 on 7/21/2022168 on 3/21/2023168 on 10/5/2023172 on 3/12/2024

Holdings

From latest 13F, filed July 24th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABRDN PRECIOUS METALS BASKET PHYSCL PRECS MET 9M 87K –
ALLIANT ENERGY CORP COM 330K 6K –
APPLE INC COM 644K 3K –
CANADIAN PACIFIC KANSAS CITY COM 650K 8K –
COMMERCE BANCSHARES INC COM 233K 4K –
EPR PPTYS COM SH BEN INT 386K 9K –
EVERGY INC COM 224K 4K –
GARMIN LTD SHS 257K 2K –
INVESCO EXCH TRADED FD TR II EMRNG MKT SVRG 234K 12K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB 6M 317K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 7M 318K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 7M 350K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2025 HY 1M 48K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2024 HY 1M 48K –
INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 26 1M 48K –
INVESCO EXCH TRD SLF IDX FD BULETSHS 2027 1M 47K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 7M 311K –
INVESCO EXCHANGE TRADED FD T FTSE RAFI 1500 3M 78K –
ISHARES GOLD TR ISHARES NEW 297K 7K –
ISHARES INC MSCI EMRG CHN 4M 75K –
ISHARES TR MSCI EAFE ETF 379K 5K –
ISHARES TR CORE S&P TTL STK 948K 8K –
ISHARES TR CORE MSCI TOTAL 552K 8K –
ISHARES TR MSCI USA ESG SLC 1M 11K –
ISHARES TR CORE S&P500 ETF 10M 19K –
ISHARES TR CORE DIV GRWTH 2M 34K –
ISHARES TR CORE S&P SCP ETF 5M 43K –
ISHARES TR TIPS BD ETF 5M 45K –
ISHARES TR INTL SEL DIV ETF 2M 60K –
ISHARES TR CORE S&P MCP ETF 5M 84K –
ISHARES TR EAFE SML CP ETF 7M 119K –
MICROSOFT CORP COM 1M 2K –
NEXTERA ENERGY INC COM 473K 7K –
NUSHARES ETF TR NUVEEN ESG SMLCP 449K 11K –
NUSHARES ETF TR NUVEEN ESG INTL 522K 17K –
NVIDIA CORPORATION COM 321K 3K –
SCHWAB STRATEGIC TR US LRG CAP ETF 329K 5K –
SCHWAB STRATEGIC TR FUNDAMENTAL INTL 6M 177K –
SCHWAB STRATEGIC TR FUNDAMENTAL US S 7M 131K –
SCHWAB STRATEGIC TR FUNDAMENTAL US B 13M 196K –
SPDR INDEX SHS FDS S&P EMKTSC ETF 394K 7K –
SPDR S&P 500 ETF TR TR UNIT 300K 551 –
SPDR SER TR S&P BIOTECH 222K 2K –
SPDR SER TR PORTFLI HIGH YLD 2M 74K –
TIMOTHY PLAN US LRGMD CP CORE 626K 15K –
TIMOTHY PLAN U S SM CP CORE 871K 25K –
TIMOTHY PLAN INTL ETF 1M 54K –
VANGUARD BD INDEX FDS TOTAL BND MRKT 24M 327K –
VANGUARD INDEX FDS MID CAP ETF 209K 863 –
VANGUARD INDEX FDS S&P 500 ETF SHS 345K 690 –
VANGUARD INDEX FDS TOTAL STK MKT 2M 9K –
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 2M 40K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 5M 111K –
VANGUARD WORLD FD INF TECH ETF 5M 9K –
WISDOMTREE TR EMG MKTS SMCAP 2M 32K –
WISDOMTREE TR INTL SMCAP DIV 574K 9K –