# Simply Steward

Simply Steward is a RIA based in Centennial.

## Overview

- **Organization type:** RIA
- **Headquarters:** Centennial
- **Assets under management:** Undisclosed
- **Website:** https://simplysteward.com
- **LinkedIn:** https://www.linkedin.com/company/22298419

## Regulatory record

- **CRD number:** 287771
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/287771

## About

Simply Steward provides tax-smart financial planning that frees clients' time and aligns with their values. Steve Cruice, CPA, CFP®, combines deep tax expertise with a disciplined investment strategy so clients get integrated guidance instead of piecemeal advice. The firm weaves taxes, investments, estate planning, and charitable giving into a cohesive strategy and typically partners with people in or approaching retirement and with business owners.

## People

- Steve Cruice — CPA, CFP® professional — Founder & Lead Advisor
- Shellana Keeling — Operations Manager
- Cary Riggs — Administrative Support

## Questions

### Who runs investment decisions at Simply Steward?

No principals, CIO, or investment committee members have been publicly identified (public record). The firm's leadership structure remains unknown.

### How does Simply Steward source proprietary deal flow?

The firm's deal-sourcing approach is not documented. No co-investment partners, GP relationships, or proprietary networks have been reported (public record).

### Does Simply Steward participate in fund commitments or only direct deals?

No fund commitments or direct investments attributed to Simply Steward appear in public records (public record). The firm's deployment channel is unverifiable.

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Last updated: 2026-08-11T15:08:04.536Z

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