# STEP BY STEP FINANCIAL, LLC

STEP BY STEP FINANCIAL, LLC of TULSA, OK is an SEC-registered investment adviser.

## Registration

- CRD: 146345
- Type: SEC-registered investment adviser
- Location: 9717 E. 42ND ST., TULSA, OK, 74146
- Phone: 918-806-1030
- Latest filing: 2026-05-29
- Regulatory AUM: $62.9M
- Discretionary AUM: $56.9M
- Non-discretionary AUM: $5.9M
- Clients: 2
- Accounts: 234

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/146345/brochure
- Similar advisers: https://search.stillhousedata.com/firm/146345/similar
- Related entities: https://search.stillhousedata.com/firm/146345/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/146345

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.