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BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
CRD 126767File 801-69482
APPROVED
Retail clients
Custody
Filing as of Mar 9, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.20B
Above cohort median (national)
Discretionary AUM
$1.12B
Non-discretionary $80.9M
Clients
610
1,778 accounts
Employees
12
Top 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Aug 5, 2008
- Principal office
- 4800 N. FEDERAL HIGHWAY, SUITE 210-A, BOCA RATON, FL, 33431
- Phone
- 561-447-1997
- Website
- HTTP://WWW.BSSFA.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.20B
- Discretionary AUM
- $1.12B
- Non-discretionary AUM
- $80.9M
- Discretionary accounts
- 1,670
- Non-discretionary accounts
- 108
- Total accounts
- 1,778
- AUM per client
- $2.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $18.1M |
| High net worth individuals | 438 | $1.07B |
| Pension and profit sharing plans | 8 | $11.9M |
| Individuals (other than high net worth individuals) | 160 | $96.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Commissions
- Hourly charges
- Other (described) — SHARES IN FEES CHARGED BY THIRD PARTY MONEY MANAGERS
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.