$42.9M Total AUM
$42.9M Disc. AUM
-33.6% 3Y CAGR
1 Employees
15 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-13-2016
- Office Locations
- 1
Office Locations
-- Chicago IL
About Stevard LLC
Stevard LLC is a Chicago-based RIA providing financial and wealth planning alongside discretionary asset management for individuals and entrepreneurs. Portfolios emphasize asset allocation and risk management, with heavy use of ETFs alongside mutual funds and other public funds. Offers support around estate and charitable planning, insurance, and business succession. Custodies with Charles Schwab.
Team overview
33 AVG AGE
$42.9M AVG AUM / ADVISOR
$2.9M AVG AUM / CLIENT
8.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
CHRISTINE JO SIBRAVA
President
- CRD
- #5923825
- Ownership
- 75% or more
Available
Available
Available
GERY JOSEPH SADZEWICZ
Chief Compliance Officer
- CRD
- #1090963
- Ownership
- Less than 5%
Available
Available
Available
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JESSICA J GARNER
Associate
- CRD
- #6724869
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,892,796 | $809,298 |
| Non-Discretionary | $0 | -- |
| Total | $42,892,796 | $809,298 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q4 2024
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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