STEWARD ADVISORS, LLC

Overview

Steward Advisors, LLC is an independent registered investment adviser formed as a limited liability company and registered with the SEC in 2022. The firm serves individual and family clients as well as select institutional relationships, providing financial planning and portfolio management for individuals and small businesses. Its fee model is flexible—percentage of AUM is the primary structure, supplemented by hourly and fixed-fee engagements—allowing it to tailor arrangements for both ongoing advisory relationships and project-based work. Investment strategy centers on liquid public equities as the core exposure, with a meaningful allocation to exchange-traded securities. Steward Advisors supplements core portfolios with third-party alternative managers and insurance-based products to meet client objectives that require income, diversification or access to less-correlated return streams. The firm is not an active ESG investor and is not registered as a multi-state adviser. Steward Advisors earned recognition as one of FA Magazine’s Top RIA Firms in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices