RIA Intel›Advisers›Colorado›SIMPLY STEWARD, LLC

SIMPLY STEWARD, LLC

Advisory

CENTENNIAL, CO

Data as of May 15, 2026 · Source: SEC Form ADV

Rank in CO

#717

of 720 advisers by AUM

Average account

$160K

across 219 accounts

AUM per adviser

$35M

1 advisers

Source: SEC Form ADV. Figures as filed May 15, 2026.

Total AUM

$35M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$35M

Discretionary AUM$34M

Non-Discretionary AUM$869K

Discretionary %97.5%

Total Clients35

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

35 clients

18 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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