Stewards Advisory Services

Overview

Stewards Advisory Services is an independent registered investment adviser organized as an LLC and registered with the SEC in 2024. The firm serves both individual and family clients as well as institutional accounts and combines financial planning with discretionary portfolio management for individuals, small businesses and larger institutions. Its operating model charges a percentage of assets under management alongside hourly fees for advisory work. Investment activity is centered on pooled public funds and mutual funds as the core building blocks of client portfolios, supplemented by fixed income allocations and selected insurance products. The firm does not position itself as a direct capital allocator; instead it sources exposures through third‑party managers and structured products. Stewards Advisory Services does not describe itself as an active ESG investor and the adviser does not operate as a multistate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices