# Lockstep Financial LLC

Lockstep Financial LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** lockstepfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/lockstep-financial

## Regulatory record

- **CRD number:** 311865
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/311865

## About

Lockstep Financial is a Registered Investment Adviser specializing in providing long-term financial advice and investment management. The firm is a fiduciary with a duty to always act in the best interest of its clients. It was created to make sound investment advice and management accessible to all, and its mission is to help clients achieve financial freedom and build generational wealth.

## People

- Kendell Phillip — Founder and Chief Investment Officer
- Kendell Phillip — Founder and Chief Investment Officer

## Questions

### Does Lockstep Financial participate in fund commitments or only direct deals?

No public data details Lockstep Financial's investment approach — whether fund commitments, direct co-investments, or other structures. The firm's opaque posture means allocators cannot verify its preferred allocation methods from public sources.

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Last updated: 2026-08-11T15:07:19.634Z

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