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, SEC-registered RIA formed in 2013 that operates as a limited liability company under individual ownership. The firm works with both individuals and families as well as institutional clients and describes itself as a capital allocator. Its advisory services include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, manager selection, and educational workshops. Stewardship also carries broker-dealer and insurance broker relationships, and its fee schedules include percentage-of-AUM billing alongside hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor.