This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$160MItem 5.F on the latest filing (2026-02-23); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$160M

Private client RAUM

$160MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$79.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

3

Advisory employees

2

Offices

1Schedule D 1.F, beyond the principal office

Accounts

537

Individual clients

261

High net worth clients

75

SEC number

801-121868

CRD

166834

Filings on the tape

8

First filed

Jun 25, 2021

Latest filed

Feb 23, 2026

Organised

Limited Liability Company, FL

• Occurred

  Jun 25, 2021
  First Form ADV filing

  Steady Returns filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:033edec5-e8d6-bf7a-90bf-3305956a343e

First observed

Jun 25, 2021

Last observed

Feb 23, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.