LOCKSTEP FINANCIAL LLC

LOCKSTEP FINANCIAL LLC is an SEC-registered investment adviser (CRD 311865). Regulatory assets under management: $1.2M.

Registration

• CRD: 311865
• Type: Registered investment adviser
• Phone: (410) 940-4626
• Latest filing: 2026-03-20
• Regulatory AUM: $1.2M
• Discretionary AUM: $1.2M
• Clients: 1
• Accounts: 18

Business model

Compensation: % of AUM, Hourly, Other.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 311865 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search