STEP BY STEP FINANCIAL, LLC

STEP BY STEP FINANCIAL, LLC of TULSA, OK is an SEC-registered investment adviser (CRD 146345). Regulatory assets under management: $62.9M.

Registration

• CRD: 146345
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 146345 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search