Hedge Fund Database

BLUESTEM FINANCIAL ADVISORS, LLC

Adviser information for BLUESTEM FINANCIAL ADVISORS, LLC last updated from Form ADV on February 26th, 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 Illinois, United States

Employees

Total Number of Employees 9
Investment Advisory/Research 6
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 5
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 919 $279.4M
Non-Discretionary 0 $0
Total 919 $279.4M

Clients

Type Number RAUM
Individuals 51 $40.7M
HNW Individuals 109 $238.7M
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 10
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 businessesTAX PREPARATION FOR ADVISORY CLIENTS
Compensation Hourly chargesFixed feesPERCENTAGE OF NET WORTH

Identifiers

SEC RIA File Number 801-116798
SEC ERA File Number 801-116798
SEC CIK Numbers 1820680
SEC CRD Numbers 158418
Legal Entity Identifier None

Principal Office

1809 WOODFIELD DRIVE
SUITE A
SAVOY
IL
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 217-352-0000, Fax: None

Websites

www.facebook.com/bluestemadvisors www.jakekuebler.com www.jacobkuebler.com www.bluestemfa.com

Chief Compliance Officer

JOSH CUTLER
OWNER
1809 WOODFIELD DRIVE
SUITE A
SAVOY
IL
United States
Tel: 217-352-0000
(Full email address available in API data)

Regulatory Contact

JACOB KUEBLER
OWNER
1809 WOODFIELD DRIVE
SUITE A
SAVOY
IL
United States
Tel: 217-352-0000
Fax: 206-338-2264
(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
KUEBLER, JACOB, DANIEL Individual – PRESIDENT 05/2011 > 75%
CUTLER, JOSHUA, LEON Individual – CHIEF COMPLIANCE OFFICER 01/2019 25-50%

No. Employees, Historic

105020192020202120222023202420255 on 5/16/20195 on 10/24/20198 on 3/9/20208 on 4/23/20208 on 5/7/20208 on 3/11/20219 on 2/15/20229 on 4/22/20229 on 8/4/20229 on 8/11/20229 on 2/3/20239 on 1/3/20249 on 2/26/2024

RAUM, Historic

300M150M02019202020212022202320242025150135600 on 5/16/2019150135600 on 10/24/2019192843810 on 3/9/2020192843810 on 4/23/2020192843810 on 5/7/2020221307733 on 3/11/2021256812704 on 2/15/2022256812704 on 4/22/2022256812704 on 8/4/2022256812704 on 8/11/2022239090393 on 2/3/2023239090393 on 1/3/2024279389061 on 2/26/2024

No. Clients, Historic

20010002019202020212022202320242025136 on 5/16/2019136 on 10/24/2019139 on 3/9/2020139 on 4/23/2020139 on 5/7/2020139 on 3/11/2021143 on 2/15/2022143 on 4/22/2022143 on 8/4/2022143 on 8/11/2022155 on 2/3/2023155 on 1/3/2024160 on 2/26/2024

Holdings

From latest 13F, filed August 5th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
APPLE INC COM 644K 3K –
ISHARES TR CORE S&P MCP ETF 293K 5K –
ISHARES TR MSCI USA ESG SLC 1M 11K –
ISHARES TR CORE US AGGBD ET 3M 36K –
ISHARES TR CORE S&P500 ETF 44M 80K –
ISHARES TR ESG AWR US AGRGT 3M 63K –
ISHARES TR ESG MSCI LEADR 4M 39K –
ISHARES TR CORE 1 5 YR USD 7M 142K –
ISHARES TR CORE S&P SCP ETF 3M 26K –
ISHARES TR ESG AWARE MSCI 3M 90K –
MICROSOFT CORP COM 536K 1K –
SCHWAB STRATEGIC TR US REIT ETF 444K 22K –
SCHWAB STRATEGIC TR US SML CAP ETF 464K 10K –
SPDR S&P 500 ETF TR TR UNIT 530K 974 –
SPDR SER TR PORTFOLIO S&P500 3M 53K –
VANGUARD BD INDEX FDS TOTAL BND MRKT 32M 442K –
VANGUARD BD INDEX FDS SHORT TRM BOND 15M 199K –
VANGUARD INDEX FDS MID CAP ETF 1M 5K –
VANGUARD INDEX FDS TOTAL STK MKT 4M 15K –
VANGUARD INDEX FDS LARGE CAP ETF 2M 9K –
VANGUARD INDEX FDS REAL ESTATE ETF 12M 143K –
VANGUARD INDEX FDS SMALL CP ETF 25M 113K –
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 23M 390K –
VANGUARD STAR FDS VG TL INTL STK F 815K 14K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 5M 97K –
VANGUARD WORLD FD ESG US STK ETF 289K 3K –
VANGUARD WORLD FD ESG INTL STK ETF 3M 55K –