CRD: 126767
Baron Silver Stevens Financial Advisors, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Pershing · SEI
- Clients
- Retail and Institutional
- Platforms
- VectorEagle matrix
- Established Date
- 05-30-2003
- Office Locations
- 1
Office Locations
About Baron Silver Stevens Financial Advisors, LLC
Baron, Silver, Stevens Financial Advisors, LLC is an independent, fiduciary boutique in Boca Raton, FL providing personalized financial planning and investment management, coordinating estate planning and risk management as part of a comprehensive process. Portfolios are tailored to each client’s goals, income needs, tax situation, and family dynamics, with a CFP® professional as the day-to-day contact. Custody includes Pershing and SEI. The firm and leadership have been recognized in Barron’s and Forbes advisor rankings.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MICHAEL JASON SILVER
Financial Advisor, General Partner, Managing Member
- CRD
- #2523455
- Ownership
- 75% or more
CARRIE PRUSA
Chief Compliance Officer, Director
- CRD
- #5178421
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
MICHAEL CURT EDELMAN
Financial Advisor, General Partner
- CRD
- #1691767
Ian Keller
--
- CRD
- #7981207
Wave harbor
Momentum pathway
- CRD
- #81312
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,115,982,842 | $668,253 |
| Non-Discretionary | $80,942,468 | $749,467 |
| Total | $1,196,925,310 | $673,186 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $1,196,925,310
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,418,465,653 | 33.2% |
| Cash | $626,470,019 | 8.6% |
| Corporate - Investment Grade | $1,821,133,775 | 25.0% |
| Equity - Exchange | $2,418,465,652 | 33.2% |
| Total | $7,284,535,099 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SIGNAL FOCUS | HARBOR EMBER | JBOC541Q2 | HBZ | 9.94% | $16,536,894 |
| VALUE CATALYST | VITAL PIONEER | A10812Z3G | SKV | 12.48% | $50,733,211 |
| PIONEER INSIGHT | SIGNAL RIDGE | N4FZZQW8I | IVT | 4.72% | $4,715,489 |
| FOUNDATION SUMMIT | CAPITAL BRIDGE | VG8OCQ6PC | DJN | 4.68% | $1,021,088 |
| TIMBER MOMENTUM | RADIAL PIONEER | PAF0ZT9RJ | TTYR | 12.60% | $111,265,436 |
| CAPITAL MOMENTUM | TIMBER NORTH | PYE8GA98F | URJE | 9.71% | $34,049,496 |
| RADIAL BEACON | NORTH HORIZON | B5N19XMU0 | HQFF | 1.64% | $73,691,543 |
| PIONEER FOCUS | EMBER PATHWAY | RBVIHW0WZ | VXAX | 10.09% | $82,758,892 |