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STEADY RETURNS
Legal name: STEADY RETURNS, LLC
CRD 166834File 801-121868
APPROVED
Retail clients
Disclosure events
Filing as of Feb 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$159.8M
Bottom 25% of cohort (national)
Discretionary AUM
$159.8M
Clients
336
537 accounts
Employees
3
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jul 29, 2021
- Principal office
- Not reported
- Phone
- (561) 400-5970
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $159.8M
- Discretionary AUM
- $159.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 537
- Non-discretionary accounts
- 0
- Total accounts
- 537
- AUM per client
- $476K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 75 | $92.1M |
| Individuals (other than high net worth individuals) | 261 | $67.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — PROMOTER FEES
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11D1
- Q11D2
- Q11D4
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.