Sound Stewardship, LLC - Part 2A of Form ADV - Firm Brochure

Sep 4, 2026

Part 2A of Form ADV - Firm Brochure dated March 2, 2026 details Sound Stewardship, LLC’s qualifications and business practices as an SEC-registered investment adviser. The brochure specifies ownership, service models, and how clients receive financial plans, ongoing support, and review meetings. It explains discretionary versus non-discretionary account management, portfolio implementation through strategic partnerships, reporting, and the firm’s approach to fees and client information. It also states prior filing material changes and provides core contact and regulatory disclosures.

LanguageEnglish

CategoryResearch & Report

FormatPDF

Pages29

Reading Time1 h 13 min

AccessFree to download

Item 2 Material Changes

Item 4 Advisory Business

Annual Planning Relationship (APR)

Item 5 Fees and Compensation

Item 6 Performance-Based Fees and Side-By-Side Management

Item 7 Types of Clients

Item 8 Methods of Analysis, Investment Strategies and Risk of Loss

Item 9 Disciplinary Information

Item 10 Other Financial Industry Activities and Affiliations

Item 11 Code of Ethics, Participation or Interest in Client Transactions and Personal Trading

Item 12 Brokerage Practices

Item 13 Review of Accounts

Item 14 Client Referrals and Other Compensation

Item 15 Custody

Item 16 Investment Discretion

Item 17 Voting Client Securities

Item 18 Financial Information

PART 2A OF FORM ADV: FIRM BROCHURE March 2, 2026 This brochure provides information about the qualifications and business practices of Sound Stewardship, LLC. If you have any questions about the contents of this brochure, please contact us at [913-317-6000 or matt@soundstewardship.com. The](913-317-6000 or matt@soundstewardship.com. The) information in this brochure has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. Additional information about Sound Stewardship also is available on the SEC’s website at [www.adviserinfo.sec.gov](www.adviserinfo.sec.gov). Sound Stewardship, LLC CRD No: 129755 9101 W 110th St, Suite 150 Overland Park, KS 66210 Phone: 913-317-6000 Fax: 913-948-6270 [www.soundstewardship.com](www.soundstewardship.com) ITEM 2 MATERIAL CHANGES There have been no material changes since the last filing of our Firm Brochure, dated April 25, 2025. ITEM 3 TABLE OF CONTENTS PAGE Item 1 Cover Page 1 Item 2 Material Changes 2 Item 3 Table of Contents 2 Item 4 Advisory Business 3 Item 5 Fees and Compensation 5 Item 6 Performance-Based Fees and Side-By-Side Management 8 Item 7 Types of Clients 8 Item 8 Methods of Analysis, Investment Strategies and Risk of Loss 8 Item 9 Disciplinary Information 9 Item 10 Other Financial Industry Activities and Affiliations 9 Item 11 Code of Ethics, Participation or Interest in Client Transactions and Personal Trading 9 Item 12 Brokerage Practices 10 Item 13 Review of Accounts 12 Item 14 Client Referrals and Other Compensation 13 Item 15 Custody 13 Item 16 Investment Discretion 14 Item 17 Voting Client Securities 14 Item 18 Financial Information 14 ITEM 4 ADVISORY BUSINESS Sound Stewardship, LLC is an investment adviser registered with the United States Securities and Exchange Commission (SEC) whose principal place of business is in Kansas. Sound Stewardship began conducting business in 2004. The firm is owned by Matthew Johnne Syverson and Jonathan David Harrison. Sound Stewardship provides comprehensive consultations addressing your specific financial issues. Your Advisor provides you with a detailed financial analysis and recommendations to guide you toward the achievement of your objectives. We offer 4 different service models: Annual Planning Relationship, Transition Planning Relationship, Hourly-As-Needed and Public Speaking. ANNUAL PLANNING RELATIONSHIP (APR) Clients receive a written financial plan and ongoing support, executive summary follow-ups after each session, quarterly meetings with net worth updates, an annual review meeting, along with periodic updates on the economy and/or federal and state tax laws. In general, the financial plan can address any or all of the following areas: 1. Net Worth Inventory 2. Cash Flow and Emergency Reserves 3. Debt Management 4. Major Purchases and /or Liquidations 5. Tax Review and Planning 6. Retirement Planning 7. Investment Management 8. Education Planning 9. Insurance Planning 10. Estate Planning and Survivor Support 11. Charitable Gift Planning 12. Special Needs Planning 13. Credit Review and Identity Theft Considerations 14. Disaster Preparedness Considerations 15. Business Planning Our Investment Management Service includes the following: Sound Stewardship provides wealth management services to Annual Planning Relationship Clients on a discretionary basis, with nondiscretionary management only by request. The management service includes, among other things, providing advice regarding asset allocation and the selection of investments. Account management is guided by the stated objectives of the Client (i. e., capital appreciation, income, growth and income or capital preservation) . For accounts managed on a discretionary basis, Clients sign an agreement with our firm, giving us authorization to place trades without contacting the Client prior to each tra

FAQs

What is the document’s purpose in the Form ADV Part 2A firm brochure?

It provides information about Sound Stewardship, LLC’s qualifications and its business practices, including how services are delivered and how client accounts are managed.

What service models does Sound Stewardship offer?

The brochure lists four service models: Annual Planning Relationship, Transition Planning Relationship, Hourly-As-Needed, and Public Speaking.

How does discretionary account management differ from non-discretionary management?

For discretionary accounts, clients authorize the firm to place trades without contacting them before each trade. For non-discretionary accounts, the firm seeks and receives the client’s authorization before processing transactions.

Sep 4, 2026

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