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Serious Stewardship, LLC (Lake Forest)


Serious Stewardship, LLC is a large advisory firm based in Lake Forest. It manages $112.16 million of regulatory assets for 50 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Illinois.

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Serious Stewardship provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and advice on matters not involving securities. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Serious Stewardship: assets under management

The assets under management (AUM) of Serious Stewardship, LLC is $112.16 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 287% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $112.16 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.24 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Serious Stewardship, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Lake Forest

The principal office where Serious Stewardship, LLC performs its advisory services is located at 181 East Westminster Road, Lake Forest, IL 60045, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 847-234-0808 or by fax 847-574-0999. The normal business hours are 7:00 a.m to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.seriousstewardship.com.


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