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The fee is billed in advance and is negotiable.","source":"BARON SILVER STEVENS FINANCIAL ADVISORS, LLC ADV BROCHURE, filed 9 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Baron Silver Stevens Financial Advisors use?","answer":"Baron Silver Stevens Financial Advisors’ separately managed account assets are held at Pershing LLC (Jersey City, NJ), with $1.2B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Baron Silver Stevens Financial Advisors have?","answer":"Baron Silver Stevens Financial Advisors has 8 investment adviser representatives registered with state securities authorities, out of 12 employees, and 8 perform investment advisory functions. 5 employees are registered representatives of a broker-dealer and 5 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Baron Silver Stevens Financial Advisors invest in?","answer":"At the end of its last fiscal year, Baron Silver Stevens Financial Advisors’ separately managed accounts held 95% registered funds (mutual funds, ETFs, BDCs), 3% cash and equivalents, 1% exchange-traded equities and 1% investment grade corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Baron Silver Stevens Financial Advisors?","answer":"Baron Silver Stevens Financial Advisors’ direct owner is Michael Silver (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 9 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Baron Silver Stevens Financial Advisors get paid?","answer":"Baron Silver Stevens Financial Advisors is paid through a percentage of assets under management, hourly charges, fixed fees, commissions and other compensation. Its Form ADV lists no performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Baron Silver Stevens Financial Advisors registered with the SEC?","answer":"Yes, Baron Silver Stevens Financial Advisors has been registered with the SEC as an investment adviser since 5 August 2008. Its CRD number is 126767 and its SEC file number is 801-69482.","source":"Form ADV Part 1A, Item 1, filed 9 March 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Baron Silver Stevens Financial Advisors?","answer":"Baron Silver Stevens Financial Advisors’ main office is at 4800 N. Federal Highway, Suite 210-A, Boca Raton, FL 33431. Its phone number is 561-447-1997. 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