RIA Intel›Advisers›Ohio›STEPPING STONE ADVISORS, LLC

STEPPING STONE ADVISORS, LLC

Advisory

Data as of Jan 21, 2026 · Source: SEC Form ADV

Average account

$60K

across 9 accounts

AUM per adviser

$541K

1 advisers

Source: SEC Form ADV. Figures as filed Jan 21, 2026.

Total AUM

$541K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$541K

Discretionary AUM$541K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients9

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOH, VA

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

9 clients

2 high-net-worth

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

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