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 formed as an LLC and SEC-registered in 2013. The firm describes itself as a capital allocator serving both individual and family clients as well as institutional customers. Its fee approach is flexible, combining AUM-based fees with hourly and fixed-fee engagements. Stewardship also operates as a registered representative of a broker-dealer and as an insurance broker, and it offers a spectrum of advisory services that include financial planning, discretionary portfolio management for individuals, small businesses and institutions, selection of outside advisers, and educational seminars and workshops. The firm does not identify itself as an active ESG investor.