SOUND STEWARDSHIP, LLC
CRD #129755 SEC #801-110568 OVERLAND PARK, KS 913-317-6000
SEC Registered
Total AUM
$243.6M
Discretionary
$202.9M
Employees
9
Clients
101
Accounts
1,069
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $243.6M | $202.9M | $40.7M | 9 | 6 |
| Mar 2025 | $243.6M | $202.9M | $40.7M | 9 | 6 |
| Mar 2024 | $217.3M | $192.9M | $24.5M | 9 | 7 |
| Oct 2023 | $189M | $162.4M | $26.6M | 8 | 8 |
| Mar 2023 | $189M | $162.4M | $26.6M | 8 | 8 |
| Jul 2022 | $205.2M | $170.8M | $34.4M | 8 | 8 |
| Apr 2022 | $205.2M | $170.8M | $34.4M | 8 | 8 |
| Mar 2022 | $205.2M | $170.8M | $34.4M | 8 | 8 |
| Mar 2021 | $174.9M | $0 | $174.9M | 6 | 5 |
| Jul 2020 | $157.9M | $0 | $157.9M | 6 | 5 |
| Jun 2020 | $157.9M | $0 | $157.9M | 6 | 5 |
| Mar 2020 | $157.9M | $0 | $157.9M | 6 | 5 |
| Mar 2019 | $132.6M | $0 | $132.6M | 5 | 4 |
| Mar 2018 | $134.3M | $0 | $134.3M | 6 | 4 |
| May 2017 | $111.6M | $0 | $111.6M | 6 | 100 |
DateApr 2025
Total AUM$243.6M
Discretionary$202.9M
Non-Disc.$40.7M
Employees9
Clients6
DateMar 2025
Total AUM$243.6M
Discretionary$202.9M
Non-Disc.$40.7M
Employees9
Clients6
DateMar 2024
Total AUM$217.3M
Discretionary$192.9M
Non-Disc.$24.5M
Employees9
Clients7
DateOct 2023
Total AUM$189M
Discretionary$162.4M
Non-Disc.$26.6M
Employees8
Clients8
DateMar 2023
Total AUM$189M
Discretionary$162.4M
Non-Disc.$26.6M
Employees8
Clients8
DateJul 2022
Total AUM$205.2M
Discretionary$170.8M
Non-Disc.$34.4M
Employees8
Clients8
DateApr 2022
Total AUM$205.2M
Discretionary$170.8M
Non-Disc.$34.4M
Employees8
Clients8
DateMar 2022
Total AUM$205.2M
Discretionary$170.8M
Non-Disc.$34.4M
Employees8
Clients8
DateMar 2021
Total AUM$174.9M
Discretionary$0
Non-Disc.$174.9M
Employees6
Clients5
DateJul 2020
Total AUM$157.9M
Discretionary$0
Non-Disc.$157.9M
Employees6
Clients5
DateJun 2020
Total AUM$157.9M
Discretionary$0
Non-Disc.$157.9M
Employees6
Clients5
DateMar 2020
Total AUM$157.9M
Discretionary$0
Non-Disc.$157.9M
Employees6
Clients5
DateMar 2019
Total AUM$132.6M
Discretionary$0
Non-Disc.$132.6M
Employees5
Clients4
DateMar 2018
Total AUM$134.3M
Discretionary$0
Non-Disc.$134.3M
Employees6
Clients4
DateMay 2017
Total AUM$111.6M
Discretionary$0
Non-Disc.$111.6M
Employees6
Clients100