← Tributary

STEVARD LLC

· CRD 285189 · IAPD ↗ · 773-275-3262

$42.9MRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
May 2026 — STEVARD LLC (location n/a) left the SEC roster (was $42.9M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
45
March 2025 — STEVARD LLC reported RAUM down 68% ($130.6M -> $41.9M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

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