Steady Returns provides portfolio management for individuals and small businesses.
Steady Returns reports 336 clients. They include 261 individual clients and 75 high-net-worth individuals. Of its assets, 100.0% ($160M across 537 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $22M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 78% | 42% |
| High-net-worth individuals | 22% | 58% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 261 | $67.8M | 42.4% | $260K |
| High-net-worth individuals | 75 | $92.1M | 57.6% | $1.23M |
| Total | 336 | $160M | 100% | $476K |
- Clients
- 261
- Regulatory AUM
- $67.8M
- AUM share
- 42.4%
- Avg. per client
- $260K
- Clients
- 75
- Regulatory AUM
- $92.1M
- AUM share
- 57.6%
- Avg. per client
- $1.23M
Total
- Clients
- 336
- Regulatory AUM
- $160M
- AUM share
- 100%
- Avg. per client
- $476K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Steady Returns is paid through a percentage of assets under management, performance-based fees and other compensation. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Michael Burr owns 50% to 75% of Steady Returns. It has 3 employees, 2 of them in advisory roles.
Leadership
- Christopher BurrManaging Member
- Michael BurrManaging Member & CCO
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- 1 insurance agent
- 3 soliciting firms
- Owns 50% to 75% of Steady Returns, LLC
Michael Burr
Control person · since May 2013
- Owns 50% to 75% of Steady Returns, LLC
Christopher Burr
Control person · since May 2013
Steady Returns’ regulatory assets grew from $112M (June 2021) to $160M (February 2026); clients rose from 261 to 336 and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Feb 2026February 2026 | $160M | 336 | 3 | 2 |
| Mar 2025March 2025 | $148M | 330 | 3 | 2 |
| Mar 2024March 2024 | $128M | 312 | 3 | 2 |
| Mar 2023March 2023 | $118M | 288 | 3 | 2 |
| Mar 2022March 2022 | $110M | 274 | 3 | 2 |
| Jun 2021June 2021 | $112M | 261 | 3 | 2 |
Besides its headquarters, Steady Returns has 1 office (1 private residence, listed without an address), with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Steady Returns, LLC
- Headquarters
- Not reported
- Website
- steady-returns.com
- Phone
- 561-400-5970
- @steady-returns-llc
- SEC file
- 801-121868
- Structure
- Florida LLC
- Fiscal year end
- December
Steady Returns’ named custodian for separately managed accounts is TD Ameritrade ($160M). Steady Returns does not have custody of client assets.
- TD AmeritradeTD Ameritrade, Inc. · Omaha, NE · $160M100%
At year end, Steady Returns’ separately managed accounts were largely in bonds (39%) and stocks (33%).
What the accounts hold
- Stocks33%
- Funds27%
- Bonds39%
- Investment grade corporate bonds22%
- State and local bonds10%
- High-yield corporate bonds7%
- Cash1%
How many clients does Steady Returns have?
Steady Returns has 336 clients and manages $160 million for them, as of February 2026. They include 261 individual clients and 75 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 February 2026
What services does Steady Returns offer?
Steady Returns provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Steady Returns use?
Steady Returns’ separately managed account assets are held at TD Ameritrade, Inc. (Omaha, NE), with $160M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 February 2026
How many financial advisors does Steady Returns have?
Steady Returns has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Steady Returns invest in?
At the end of its last fiscal year, Steady Returns’ separately managed accounts held 33% exchange-traded equities, 27% registered funds (mutual funds, ETFs, BDCs), 22% investment grade corporate bonds, 10% state and local bonds, 7% high-yield corporate bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Steady Returns?
Steady Returns’ direct owners are Michael Burr (50% to 75%) and Christopher Burr (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 23 February 2026
How does Steady Returns get paid?
Steady Returns is paid through a percentage of assets under management, performance-based fees and other compensation. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Steady Returns?
Its phone number is 561-400-5970. Its website is steady-returns.com.