SourcingSourcing

SOUND STEWARDSHIP, LLC

C32
CRD 129755·SEC 801-110568·OVERLAND PARK, KS
AUM
$284.6M
$100M-$500M
Est. Revenue
$2.8M
@ 1% on AUM
Est. EBITDA
$854K
@ 30% margin
Est. Deal Value
$6.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SOUND STEWARDSHIP, LLC
CRD
129755
SEC file #
801-110568
EIN
200401194
DBA names
—

Economics

AUM
$284.6M
AUM band
$100M-$500M
AUM trajectory
'20'26
$132.6M → $284.6M▲ +115%
Client mix
Individuals High Net Worth129
Individuals Other61

Operations

Employees (total)
11
Advisory staff (per ADV)
8
Advisory staff (5-yr trend)
'20'26
5 advisors → 8 advisors▲ +60%
Primary office
OVERLAND PARK KS
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisersEducational Seminars Workshops
Fee basis
% of AUMHourly chargesFixed feesOther Compensation

Filings

Latest ADV filing
03/12/2026
ADV-W filed at
—
Website
soundstewardship.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SYVERSON, MATTHEW, JOHNNE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
SYVERSON, MATTHEW, JOHNNE
HARRISON, JONATHAN, DAVID
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
SOUNDSTEWARDSHIP.COM
Rdap Domain Creation Date
2011-05-27T18:13:49Z
Rdap Firm Age Years
15
Rdap Firm Age Band
10-20y
Rdap Registrar
Tucows Domains Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001998101
Edgar Registered
Yes
Edgar Filing Count
16
Edgar First Filing Date
2023-10-26
Edgar Last Filing Date
2026-04-13
Edgar 13f Count
14
Edgar 13f Latest AUM Estimate
Filing Date2026-04-13
Accession0002085853-26-000359

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
15
Bc Firm IAR Count
15
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fidelity2
Edgar Addresses
Mailing
9101 W. 110TH ST., SUITE 150OVERLAND PARK, KS 66210
Business
9101 W. 110TH ST., SUITE 150OVERLAND PARK, KS 66210
Edgar EIN
200401194
Edgar Recent Filings
13F-HR2026-04-13 · 0002085853-26-000359
13F-HR2026-01-30 · 0002085853-26-000158
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-05-27T18:13:49Z
Rdap Domain Last Changed
2026-04-28T18:22:09Z
Rdap Nameservers
Ns1.hover.comNs2.hover.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer ProhibitedClient Update Prohibited
Top Owner CRD
4262528
Trust Company Affiliate
No

People (15)

15
SYVERSON, MATTHEW, JOHNNE
IAR · Direct Owner · 87.5%
4262528
HARRISON, JONATHAN, DAVID
IAR · Direct Owner · 37.5%
6448789
JOEL VERNON REIMER
IAR
6234449
AMBRA SUE LEIBACH
IAR
5625827
DEREK R HENSLEY
IAR
6553962
BENJAMIN LEE BUETHE
IAR
4128824
KRISTIN KAY SCHROEDER
IAR
5835745
JONATHAN MICHAEL DAVIS
IAR
6163013
HEACOCK, RYAN
IAR
5519791
MARSHALL KEVIN WILLIAMS
IAR
6609843
Joshua Richard Spradling
IAR
6953604
John Mitchell Kiepe
IAR
7310325
JON EDWARD GREENE
IAR
841327
ZACHARY DAVID CLARK LIPTON
IAR
6693864
Jordan Adam Smith
IAR
7415360