Stepping Stone Advisors, LLC

Overview

Stepping Stone Advisors, LLC is a very small independent registered investment adviser serving individual and family clients. The firm’s primary services are financial planning, portfolio management for individuals and small businesses, and selecting outside advisers or managers on behalf of clients. The adviser bills using hourly charges and other fee arrangements rather than a standard asset-based advisory fee schedule, and it identifies itself as a capital allocator—meaning it places client assets into third‑party funds and managers rather than running large in‑house strategies. The firm does not position itself as an active ESG investor, is not a multistate adviser, and does not act as a pension consultant or related adviser. Given the scale of assets and client base, the business model appears to emphasize consultative planning and outsourced portfolio implementation for a small number of clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices