RIA Intel›Advisers›Oklahoma›STEP BY STEP FINANCIAL, LLC

STEP BY STEP FINANCIAL, LLC

Advisory

TULSA, OK

Data as of May 29, 2026 · Source: SEC Form ADV

Rank in OK
#120
of 142 advisers by AUM
Average account
$269K
across 234 accounts
AUM per adviser
$31M
2 advisers

Source: SEC Form ADV. Figures as filed May 29, 2026.

Total AUM
$63M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$63M
Discretionary AUM$57M
Non-Discretionary AUM$6M
Discretionary %90.6%
Total Clients66
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InOK, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in OK

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

PRAESIDIAN CAPITAL MANAGEMENT II, LLC
OKLAHOMA CITY, OK
$63M
-67.7% 1Y
VAULT WEALTH STRATEGIES, LLC
OKLAHOMA CITY, OK
$61M
C.E.C. WEALTH MANAGEMENT, LLC
$61M
CANAAN NATURAL GAS MANAGEMENT, LLC
OKLAHOMA CITY, OK
$65M
0.0% 1Y
BAKER ASSET MANAGEMENT LLC
OKLAHOMA CITY, OK
$60M
-75.2% 1Y
INTEGRA PRIVATE WEALTH MANAGEMENT, LLC
TULSA, OK
$66M

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