Sound Stewardship, Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 129755
· SEC file 801-110568
· Overland Park, KS
· WWW.SOUNDSTEWARDSHIP.COM
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ADV data as of Mar 12, 2026
- Regulatory AUM
- $285M
- Discretionary
- $233M
- Clients
- 190
- Avg AUM / client
- $1.5M
- Accounts
- 1,089
- Employees
- 11
AUM over time
$112M
$285M
May 2017
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 61 | $18.9M | 6.65% |
| High net worth individuals | 129 | $266M | 93.4% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Matthew Johnne Syverson | Member & Chief Compliance Officer | CFP | Nov 2003 (23y) | 75% or more |
| Jonathan David Harrison | Member | CFP | Feb 2015 (11y) | 25% – 50% |
| Ambra Sue Leibach | Registered representative | Mar 2009 (17y) | ||
| Joel Vernon Reimer | Registered representative | CFP | Nov 2013 (13y) | |
| Derek R Hensley | Registered representative | Sep 2015 (11y) | ||
| Joshua Richard Spradling | Registered representative | CFP | Jul 2020 (6y) | |
| Benjamin Lee Buethe | Registered representative | Jul 2021 (5y) | ||
| Kristin Kay Schroeder | Registered representative | CFP | May 2025 (1y) | |
| Jordan Adam Smith | Registered representative | CFP | May 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/12/2026 | 998 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • FEES FOR SPEAKING ENGAGEMENTS/SEMINARS
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Fidelity Distributors Company Llc $201M (71% of AUM) Mar 2026
- Charles Schwab & Co. $74.1M (26% of AUM) Mar 2026
- Fidelity Investments Institutional Services Company, Inc. $73.6M (56% of AUM) Mar 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 12, 2026.
View current Form ADV (SEC/IAPD) ↗