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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 330 | 336 | increased by6 |
| Mar 1, 2026 | AUM | $147,777,399 | $159,845,985 | increased by$12,068,586 |
| Mar 1, 2026 | Accounts | 520 | 537 | increased by17 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 274 | 330 | increased by56 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $110,472,510 | $147,777,399 | increased by$37,304,889 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 439 | 520 | increased by81 |
| Apr 1, 2022 | Clients | 261 | 274 | increased by13 |
| Apr 1, 2022 | AUM | $112,472,169 | $110,472,510 | decreased by$1,999,659 |
| Apr 1, 2022 | Accounts | 427 | 439 | increased by12 |
| Aug 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “STEADY RETURNS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“STEADY RETURNS” may also match similarly-named firms). Confirm identity against each filing.
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.