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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 03-11-2021
- Office Locations
- 1
Office Locations
About Drost Financial
Drost Financial is a fee-only, independent, fiduciary planning firm led by Steve Drost, CFA, CFP (InvestmentNews 40 Under 40). The practice is purpose-built for corporate executives and pre/early retirees, with deep expertise in General Mills and Republic Services benefit and compensation plans. Provides comprehensive, tailored financial planning and investment guidance for individuals and families, with accounts custodied at Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 70 clients, or 70 clients per representative. That equates to $609.6K in reported AUM per client.
The profile lists 1 reported office location and 5 years in operation. The source data was last updated on January 15, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Drost Financial record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Steven James Drost
Chief Compliance Officer, FOUNDER
- CRD
- #6795665
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,674,889 | -- |
| Non-Discretionary | $0 | -- |
| Total | $42,674,889 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Drost Financial has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.