STEWARD ADVISORS GROUP, LLC

RIASEC RegisteredEst. 2022

Total AUM

$105M

Discretionary

$105M

100% of AUM

Avg account

$941K

Accounts

112

Employees

Advisory reps

Firm details

Headquarters: HALFMOON, New York
CRD number: 321846
Registered since: June 23, 2022
Website: stewardadvisorsgroup.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI57.51%
Individuals23.41%
Charitable Organizations19.08%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Steward Advisors Group, LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2022. The firm combines traditional financial planning and portfolio management for individuals, small businesses, and institutions with insurance brokerage services. Compensation models include a percentage of assets under management as well as hourly and fixed fees. Steward acts as a capital allocator and also performs selection-of-other-advisers work, indicating it sources external managers for client portfolios rather than relying solely on in-house strategies. The firm is not identified as an active ESG investor.