$62.9M Total AUM
$56.9M Disc. AUM
-- 3Y CAGR
2 Employees
66 ADV. Clients
18 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Fidelity/NFS · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-28-2008
- Office Locations
- 1
Office Locations
9717 E. 42nd St. Suite 103 Tulsa OK
About Step BY Step Financial, LLC
Step BY Step Financial, LLC is a Tulsa-based RIA. The firm has been operating for 18 years. Managing $62.9M in total assets under management, with 2 advisory representatives. They custody assets with Altruist and Charles Schwab & Company.
Team overview
45 AVG AGE
$31.4M AVG AUM / ADVISOR
$952.5K AVG AUM / CLIENT
9.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
18yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
KEVIN FRANCIS JACOBS
Adviser, Chief Compliance Officer, Owner
- CRD
- #5034037
- Ownership
- 75% or more
Available
Available
Available
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K
Kelly Payne
--
- CRD
- #8283972
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $56,944,891 | -- |
| Non-Discretionary | $5,923,121 | -- |
| Total | $62,868,012 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available U.S. Government/Agency:
Available Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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