STEPPING STONE ADVISORS, LLC

STEPPING STONE ADVISORS, LLC is an SEC-registered investment adviser (CRD 300868). Regulatory assets under management: $541K.

Registration

• CRD: 300868
• Type: Registered investment adviser
• Phone: 440-241-8687
• Latest filing: 2026-01-21
• Regulatory AUM: $541K
• Discretionary AUM: $541K
• Clients: 1
• Accounts: 9

Business model

Compensation: Hourly, Other.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 300868 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search