Stevard LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$42,891,283
Clients
14
Advisors
2
of 2 employees
About
Stevard provides family office and investment advisory services to high-net-worth individuals, trusts, family LLCs and partnerships, private foundations, and family businesses. Its offerings include financial planning and portfolio management plus expanded family office functions such as accounting, tax compliance and preparation, property and real estate management, insurance review, and philanthropic and estate planning.
The firm’s investment approach focuses on developing investment themes and implementing them primarily by selecting independent investment managers and managed products, emphasizing multi-asset portfolios aligned with client investment policies. Stevard conducts ongoing monitoring of recommended managers—typically on a quarterly basis—seeks opportunities in less efficient markets, and states a cautious stance toward hedge funds due to transparency, fee and tax considerations.
Noteworthy features include that the firm’s principal is a Certified Public Accountant and the firm may provide tax and accounting services directly and coordinate with clients’ other advisors, a relationship the brochure discloses can create potential conflicts of interest. The firm also incorporates private placements and pooled investment vehicles into family office portfolios and operates a tailored, retainer-oriented family office model serving a relatively small number of client relationships.
Client services
Expertise
Occupation focus
Fee options
$0 - $10M: 0.70% $10M - $30M: 0.60% $30M - $50M: 0.50% $50M - $100M: 0.30% $100M - $200M: 0.25% $200M - Negotiable: Negotiable
$150 to $750 per hour for special projects
Family Office retainer fees starting at $100,000 annually, negotiable based on complexity
Main office
Chicago IL
Advisors at this office
2
Most active in
Illinois
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Jessica G
CFP®
Chicago, IL
Stevard LLC
Jessica Garner is a CFP® professional with six years of industry experience. She has worked at Stevard LLC since 2016 and previously spent one year at Lakeshore Financial Services. Stevard LLC provides family office and investment advisory services to high-net-worth individuals, trusts, family LLCs, partnerships, private foundations, and family businesses. The firm offers financial planning, portfolio management, and expanded family office functions such as accounting, tax compliance, property management, insurance review, and estate planning, with an investment approach centered on multi-asset portfolios and manager selection.
Christine S
PFS™, Series 65
Chicago, IL
Stevard LLC
Christine Sibrava is a financial advisor at Stevard LLC with 14 years of industry experience. She holds the PFS™ designation and Series 65 license. Prior to joining Stevard in 2016, she worked at Whitnell & Co. for five years. Stevard LLC provides family office and investment advisory services to high-net-worth individuals, trusts, family LLCs, private foundations, and family businesses. The firm focuses on multi-asset portfolios using independent investment managers and managed products, complemented by expanded family office functions such as accounting, tax compliance, and philanthropic planning.
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