STEFFES FINANCIAL, LTD
SEC file number 801-64179
· OVERLAND PARK, KS
https://steffesgroup.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$429.2M
Discretionary AUM
$246.8M
Employees
5
Clients
—
Firm
- Address
- 8655 COLLEGE BLVD
OVERLAND PARK, KS 66210 - Phone
- —
- Website
- https://steffesgroup.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 1, 2026
Possible Form D name matches (not verified)
- Stash Financial, Inc. Medium name-match confidence · CIK 1647051 · NY
- Studio Financial Holdings, Inc. Medium name-match confidence · CIK 1944891 · TN
- M FINANCIAL HOLDINGS INC Medium name-match confidence · CIK 1047852 · OR
- Stratus Financial LLC Medium name-match confidence · CIK 2041144 · CA
- W FINANCIAL FUND, LP Medium name-match confidence · CIK 1248244 · NY
- Aries Financial, Inc. Medium name-match confidence · CIK 1985343 · MI
- Swell Financial, Inc. Medium name-match confidence · CIK 1914565 · CO
- Sword Financial Corp. Medium name-match confidence · CIK 1764930 · WI
- F&M FINANCIAL CORP Medium name-match confidence · CIK 802119 · TN
- Setara Financial Corp. Medium name-match confidence · CIK 2140575 · IL
- SGP - BB Financial, LLC Medium name-match confidence · CIK 2123512 · NC
- Sonata Financial Holdings, Inc. Medium name-match confidence · CIK 784974 · TN
-
Sword Financial Corp. · D · Nov 2, 2026$60.1M
-
Setara Financial Corp. · D · Jun 15, 2026$1M
-
SGP - BB Financial, LLC · D · Mar 31, 2026$600K
-
M FINANCIAL HOLDINGS INC · D · Mar 13, 2026$8.9M
-
W FINANCIAL FUND, LP · D/A · Jan 23, 2026
-
Studio Financial Holdings, Inc. · D · Sep 24, 2025$40M
-
F&M FINANCIAL CORP · D · Jul 16, 2025$60M
-
Stash Financial, Inc. · D · May 16, 2025$187.3M
-
Sonata Financial Holdings, Inc. · D · May 15, 2025$10M
-
Sonata Financial Holdings, Inc. · D · May 15, 2025$8M
-
M FINANCIAL HOLDINGS INC · D · Mar 17, 2025$6.8M
-
Stratus Financial LLC · D · Feb 10, 2025$100M
-
W FINANCIAL FUND, LP · D/A · Jan 29, 2025