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STEPP & ROTHWELL INC
CRD 107999 · SEC 801-55489
7300 COLLEGE BOULEVARD, SUITE 100, OVERLAND PARK, KS, 66210-2301, United States
Phone
913-345-4800
Fax
913-345-4801
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.06B
Discretionary AUM
$954.4M
Team
25 total employees; 10 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 65 | $26.8M |
| High net worth individuals | 274 | $1.01B |
| Charitable organizations | 1 | $19.7M |
States served
CA, CO, IL, KS, MD, NE, NJ, NY, NC, PA, UT, VA, MO, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD