STEPP & ROTHWELL INC
CRD #107999 SEC #801-55489 OVERLAND PARK, KS 913-345-4800
SEC Registered
Total AUM
$963.7M
Discretionary
$873.7M
Employees
25
Clients
251
Accounts
2,276
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $963.7M | $873.7M | $90M | 25 | 0 |
| Aug 2025 | $963.7M | $873.7M | $90M | 25 | 0 |
| Apr 2025 | $963.7M | $873.7M | $90M | 25 | 0 |
| Mar 2025 | $963.7M | $873.7M | $90M | 25 | 0 |
| Sep 2024 | $890.7M | $842.5M | $48.2M | 22 | 0 |
| Apr 2024 | $890.7M | $842.5M | $48.2M | 22 | 0 |
| Mar 2024 | $890.7M | $842.5M | $48.2M | 22 | 0 |
| Apr 2023 | $772.9M | $742.5M | $30.4M | 22 | 0 |
| Mar 2023 | $772.9M | $742.5M | $30.4M | 22 | 0 |
| Aug 2022 | $978.9M | $938M | $40.9M | 22 | 0 |
| Jul 2022 | $978.9M | $938M | $40.9M | 22 | 0 |
| Mar 2022 | $978.9M | $938M | $40.9M | 22 | 0 |
| Dec 2021 | $831.6M | $803.8M | $27.8M | 22 | 0 |
| Sep 2021 | $831.6M | $803.8M | $27.8M | 22 | 0 |
| Mar 2021 | $831.6M | $803.8M | $27.8M | 22 | 0 |
| Jul 2020 | $692.9M | $668.8M | $24.1M | 18 | 0 |
| Jun 2020 | $692.9M | $668.8M | $24.1M | 18 | 0 |
| Apr 2020 | $692.9M | $668.8M | $24.1M | 18 | 0 |
| Mar 2020 | $692.9M | $668.8M | $24.1M | 18 | 0 |
| Aug 2019 | $565.5M | $542.9M | $22.6M | 20 | 0 |
| Jun 2019 | $565.5M | $542.9M | $22.6M | 20 | 0 |
| Apr 2019 | $565.5M | $542.9M | $22.6M | 20 | 0 |
| Mar 2019 | $565.5M | $542.9M | $22.6M | 20 | 0 |
| Jan 2019 | $637.1M | $625.1M | $12M | 20 | 0 |
| Sep 2018 | $637.1M | $625.1M | $12M | 20 | 0 |
| May 2018 | $637.1M | $625.1M | $12M | 20 | 0 |
| May 2018 | $637.1M | $625.1M | $12M | 20 | 0 |
| May 2018 | $637.1M | $625.1M | $12M | 20 | 0 |
| Apr 2018 | $637.1M | $625.1M | $12M | 20 | 0 |
| Mar 2018 | $637.1M | $625.1M | $12M | 20 | 0 |
| Aug 2017 | $575M | $473.4M | $101.6M | 20 | 200 |
| Mar 2017 | $575M | $473.4M | $101.6M | 20 | 200 |
| Mar 2016 | $557.3M | $454.6M | $102.7M | 20 | 200 |
| Jan 2016 | $595.9M | $490.6M | $105.3M | 19 | 200 |
| Nov 2015 | $595.9M | $490.6M | $105.3M | 19 | 200 |
| Oct 2015 | $595.9M | $490.6M | $105.3M | 19 | 200 |
| Apr 2015 | $595.9M | $490.6M | $105.3M | 19 | 200 |
| Mar 2015 | $595.9M | $490.6M | $105.3M | 19 | 200 |
| Mar 2015 | $595.9M | $490.6M | $105.3M | 19 | 200 |
| Mar 2014 | $549.4M | $462M | $87.5M | 16 | 200 |
| Sep 2013 | $464.7M | $391.2M | $73.5M | 15 | 200 |
| Mar 2013 | $464.7M | $391.2M | $73.5M | 15 | 200 |
| Mar 2012 | $411.4M | $347.7M | $63.8M | 11 | 200 |
| May 2011 | $428.2M | $360.7M | $67.4M | -- | -- |
| Sep 2010 | $310.5M | $310.5M | $0 | -- | -- |
| Apr 2009 | $253.7M | $253.7M | $0 | -- | -- |
| Mar 2009 | $253.7M | $253.7M | $0 | -- | -- |
| Jan 2008 | $347M | $347M | $0 | -- | -- |
| Mar 2007 | $347M | $347M | $0 | -- | -- |
| Jan 2006 | $244.2M | $244.2M | $0 | 10 | -- |
| Feb 2005 | $228.4M | $228.4M | $0 | 10 | -- |
| Mar 2004 | $228.4M | $228.4M | $0 | 10 | -- |
DateSep 2025
Total AUM$963.7M
Discretionary$873.7M
Non-Disc.$90M
Employees25
Clients0
DateAug 2025
Total AUM$963.7M
Discretionary$873.7M
Non-Disc.$90M
Employees25
Clients0
DateApr 2025
Total AUM$963.7M
Discretionary$873.7M
Non-Disc.$90M
Employees25
Clients0
DateMar 2025
Total AUM$963.7M
Discretionary$873.7M
Non-Disc.$90M
Employees25
Clients0
DateSep 2024
Total AUM$890.7M
Discretionary$842.5M
Non-Disc.$48.2M
Employees22
Clients0
DateApr 2024
Total AUM$890.7M
Discretionary$842.5M
Non-Disc.$48.2M
Employees22
Clients0
DateMar 2024
Total AUM$890.7M
Discretionary$842.5M
Non-Disc.$48.2M
Employees22
Clients0
DateApr 2023
Total AUM$772.9M
Discretionary$742.5M
Non-Disc.$30.4M
Employees22
Clients0
DateMar 2023
Total AUM$772.9M
Discretionary$742.5M
Non-Disc.$30.4M
Employees22
Clients0
DateAug 2022
Total AUM$978.9M
Discretionary$938M
Non-Disc.$40.9M
Employees22
Clients0
DateJul 2022
Total AUM$978.9M
Discretionary$938M
Non-Disc.$40.9M
Employees22
Clients0
DateMar 2022
Total AUM$978.9M
Discretionary$938M
Non-Disc.$40.9M
Employees22
Clients0
DateDec 2021
Total AUM$831.6M
Discretionary$803.8M
Non-Disc.$27.8M
Employees22
Clients0
DateSep 2021
Total AUM$831.6M
Discretionary$803.8M
Non-Disc.$27.8M
Employees22
Clients0
DateMar 2021
Total AUM$831.6M
Discretionary$803.8M
Non-Disc.$27.8M
Employees22
Clients0
DateJul 2020
Total AUM$692.9M
Discretionary$668.8M
Non-Disc.$24.1M
Employees18
Clients0
DateJun 2020
Total AUM$692.9M
Discretionary$668.8M
Non-Disc.$24.1M
Employees18
Clients0
DateApr 2020
Total AUM$692.9M
Discretionary$668.8M
Non-Disc.$24.1M
Employees18
Clients0
DateMar 2020
Total AUM$692.9M
Discretionary$668.8M
Non-Disc.$24.1M
Employees18
Clients0
DateAug 2019
Total AUM$565.5M
Discretionary$542.9M
Non-Disc.$22.6M
Employees20
Clients0
DateJun 2019
Total AUM$565.5M
Discretionary$542.9M
Non-Disc.$22.6M
Employees20
Clients0
DateApr 2019
Total AUM$565.5M
Discretionary$542.9M
Non-Disc.$22.6M
Employees20
Clients0
DateMar 2019
Total AUM$565.5M
Discretionary$542.9M
Non-Disc.$22.6M
Employees20
Clients0
DateJan 2019
Total AUM$637.1M
Discretionary$625.1M
Non-Disc.$12M
Employees20
Clients0
DateSep 2018
Total AUM$637.1M
Discretionary$625.1M
Non-Disc.$12M
Employees20
Clients0
DateMay 2018
Total AUM$637.1M
Discretionary$625.1M
Non-Disc.$12M
Employees20
Clients0
DateMay 2018
Total AUM$637.1M
Discretionary$625.1M
Non-Disc.$12M
Employees20
Clients0
DateMay 2018
Total AUM$637.1M
Discretionary$625.1M
Non-Disc.$12M
Employees20
Clients0
DateApr 2018
Total AUM$637.1M
Discretionary$625.1M
Non-Disc.$12M
Employees20
Clients0
DateMar 2018
Total AUM$637.1M
Discretionary$625.1M
Non-Disc.$12M
Employees20
Clients0
DateAug 2017
Total AUM$575M
Discretionary$473.4M
Non-Disc.$101.6M
Employees20
Clients200
DateMar 2017
Total AUM$575M
Discretionary$473.4M
Non-Disc.$101.6M
Employees20
Clients200
DateMar 2016
Total AUM$557.3M
Discretionary$454.6M
Non-Disc.$102.7M
Employees20
Clients200
DateJan 2016
Total AUM$595.9M
Discretionary$490.6M
Non-Disc.$105.3M
Employees19
Clients200
DateNov 2015
Total AUM$595.9M
Discretionary$490.6M
Non-Disc.$105.3M
Employees19
Clients200
DateOct 2015
Total AUM$595.9M
Discretionary$490.6M
Non-Disc.$105.3M
Employees19
Clients200
DateApr 2015
Total AUM$595.9M
Discretionary$490.6M
Non-Disc.$105.3M
Employees19
Clients200
DateMar 2015
Total AUM$595.9M
Discretionary$490.6M
Non-Disc.$105.3M
Employees19
Clients200
DateMar 2015
Total AUM$595.9M
Discretionary$490.6M
Non-Disc.$105.3M
Employees19
Clients200
DateMar 2014
Total AUM$549.4M
Discretionary$462M
Non-Disc.$87.5M
Employees16
Clients200
DateSep 2013
Total AUM$464.7M
Discretionary$391.2M
Non-Disc.$73.5M
Employees15
Clients200
DateMar 2013
Total AUM$464.7M
Discretionary$391.2M
Non-Disc.$73.5M
Employees15
Clients200
DateMar 2012
Total AUM$411.4M
Discretionary$347.7M
Non-Disc.$63.8M
Employees11
Clients200
DateMay 2011
Total AUM$428.2M
Discretionary$360.7M
Non-Disc.$67.4M
Employees--
Clients--
DateSep 2010
Total AUM$310.5M
Discretionary$310.5M
Non-Disc.$0
Employees--
Clients--
DateApr 2009
Total AUM$253.7M
Discretionary$253.7M
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$253.7M
Discretionary$253.7M
Non-Disc.$0
Employees--
Clients--
DateJan 2008
Total AUM$347M
Discretionary$347M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$347M
Discretionary$347M
Non-Disc.$0
Employees--
Clients--
DateJan 2006
Total AUM$244.2M
Discretionary$244.2M
Non-Disc.$0
Employees10
Clients--
DateFeb 2005
Total AUM$228.4M
Discretionary$228.4M
Non-Disc.$0
Employees10
Clients--
DateMar 2004
Total AUM$228.4M
Discretionary$228.4M
Non-Disc.$0
Employees10
Clients--