S
Steve Pearson Capital Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$5,698,135
Total clients
7
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
7
Average account size
$814,019
About
The firm provides investment management to individual investors and charitable organizations, offering both discretionary portfolio management and non‑discretionary asset‑allocation and portfolio‑monitoring services, including advice for participants in employer‑sponsored retirement plans. It manages approximately $5.7 million across a small number of client accounts and does not act as custodian for client assets.
The firm uses an active management approach with model portfolios focused on capital preservation, balanced growth, and income generation, primarily investing in index funds, no‑load mutual funds, and ETFs. Its process incorporates technical and charting analysis and software‑based asset‑class and fund ranking, and it may implement shorter‑term trading, option writing, and margin strategies that carry additional risk.
Notable differences from many peers include an explicit refusal to sell commission‑based products or use third‑party money managers and a policy that clients retain the responsibility to vote their own proxies. The brochure also documents the principal’s background in tax planning and corporate finance, and the firm emphasizes individualized portfolio restrictions, ongoing rebalancing, and quarterly reporting.
Client services
Portfolio management
Fee options
1.25% annually
Account minimum: $500 minimum annual fee for discretionary accounts Minimum fee: $500 minimum annual fee for discretionary accounts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Main office location
Steve Pearson Capital Management LLC
Redmond OR, United States
Number of offices
1
Forms ADV
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