{"url":"https://nivawealth.com/firms/steady-returns-166834","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/166834","regulatoryAum":159845985,"crd":"166834","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2893358","suffix":null,"lastName":"BURR","firstName":"CHRISTOPHER","middleName":"VINCENT"},{"crd":"5102722","suffix":null,"lastName":"BURR","firstName":"MICHAEL","middleName":"WILLIAM"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-06-29","regulatoryAum":112472169,"clients":261,"employees":3,"offices":2},{"filedOn":"2022-03-22","regulatoryAum":110472510,"clients":274,"employees":3,"offices":2},{"filedOn":"2023-03-21","regulatoryAum":117906382,"clients":288,"employees":3,"offices":2},{"filedOn":"2024-03-06","regulatoryAum":127609506,"clients":312,"employees":3,"offices":2},{"filedOn":"2025-03-04","regulatoryAum":147777399,"clients":330,"employees":3,"offices":2},{"filedOn":"2026-02-23","regulatoryAum":159845985,"clients":336,"employees":3,"offices":2}],"secFileNumber":"801-121868","legalName":"Steady 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May 2013."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":1},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"561-400-5970","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees","Other"],"activities":["Portfolio management for individuals and/or small businesses"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":33},{"label":"U.S. state and local bonds","percent":10},{"label":"Investment grade corporate bonds","percent":22},{"label":"Non-investment grade corporate bonds","percent":7},{"label":"Securities issued by registered investment companies or business development companies","percent":27},{"label":"Cash and cash equivalents","percent":1}],"privateFunds":0},"sources":{"adv1FilingDate":"23 February 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Steady Returns offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Steady Returns use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Steady Returns have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Steady Returns invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Steady Returns?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Steady Returns get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Steady Returns?","answer":"Its phone number is 561-400-5970. Its website is steady-returns.com.","source":"Form ADV Part 1A, Item 1.F, filed 23 February 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}