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STEBEN & COMPANY, LLC

EXCELSIOR, MN · CRD 117808 · IAPD ↗ · steben.com · 952-767-6900

$69.2MRegulatory AUM
7Advisory reps
8Employees
0Clients
0Planning clients
0Private funds
0States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

35
March 2026 — STEBEN & COMPANY, LLC reported RAUM down 36% ($108.1M -> $69.2M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.