Steady Returns, Llc
- Regulatory AUM
- $160M
- Discretionary
- $160M
- Clients
- 336
- Avg AUM / client
- $476K
- Accounts
- 537
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 261 | $67.8M | 42.4% |
| High net worth individuals | 75 | $92.1M | 57.6% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christopher Vincent Burr | Managing Member | May 2013 (13y) | 50% – 75% | |
| Michael William Burr | Managing Member & Cco | May 2013 (13y) | 50% – 75% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/23/2026 | 1.17 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: ALLEGED VIOLATIONS OF RULES 69W-600.0016(10), 69W-600.0131(1)(A),(I) AND (O), AND 69W-600.014(3), FLORIDA ADMINISTRATIVE CODE, AND SEC RULE 206(4)-1(A)(5). Status: Final Sanction Detail: MATTER RESULTED IN AN ADMINISTRATIVE FINE OF $8,000. TOTAL AMOUNT WAS LEVIED AGAINST STEADY RETURNS, LLC AND M. BURR JOINTLY AND SEVERALLY. THE FINE WAS PAID IN FULL ON FEBRUARY 8, 2019. NO PORTION OF THE FINE WAS WAIVED. Summary: NONE OF THE ALLEGED FINDINGS RESULTED IN CLIENT HARM OF ANY KIND AND ALL HAVE SINCE BEEN CORRECTED. STEADY RETURNS, LLC AND M. BURR ENTERED INTO A STIPULATION AND CONSENT AGREEMENT PURSUANT TO WHICH THEY AGREED TO PAY AN ADMINISTRATIVE FINE IN THE AMOUNT OF $8,000 JOINTLY AND SEVERALLY WITHOUT ADMITTING OR DENYING ANY OF THE FINDINGS MADE IN CONNECTION WITH THESE EVENTS.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • PROMOTER FEES
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- TD Ameritrade $160M (100% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 23, 2026.
View current Form ADV (SEC/IAPD) ↗