Stewardship Advisory Group, LLC

RIASEC RegisteredEst. 2013

Total AUM

$322M

Discretionary

$322M

100% of AUM

Avg account

$601K

Accounts

536

Employees

Advisory reps

Firm details

Headquarters: Clermont, Florida
CRD number: 165710
Registered since: March 5, 2013
Website: stewardshipadvisory.com
Custodians: AXOS CLEARING LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI71.97%
Individuals24.04%
Charitable Organizations2.94%
Corporations / Businesses1.05%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Stewardship Advisory Group, LLC is an independent registered investment adviser that has been SEC-registered since 2013 and operates as a limited liability company owned by an individual. The firm acts as a capital allocator serving both individual and family clients as well as institutional accounts. Its revenue model includes asset-based fees, hourly charges, and fixed-fee engagements. In addition to advisory services, the firm is active as a registered representative of a broker-dealer and functions as an insurance broker. Advisory offerings include comprehensive financial planning, portfolio management for individuals, small businesses and institutional clients, selection of third‑party advisers, and educational seminars and workshops. Stewardship does not identify as an ESG-active investor and is not registered as a multi-state adviser.