Overview
Assets Under Management: $105 million
Headquarters: HALFMOON, NY
High-Net-Worth Clients: 25
Average Client Assets: $2.4 million
Frequently Asked Questions
STEWARD ADVISORS GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #321846), STEWARD ADVISORS GROUP, LLC is subject to fiduciary duty under federal law.
STEWARD ADVISORS GROUP, LLC is headquartered in HALFMOON, NY.
STEWARD ADVISORS GROUP, LLC serves 25 high-net-worth clients according to their SEC filing dated March 25, 2026. View client details ↓
According to their SEC Form ADV, STEWARD ADVISORS GROUP, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
STEWARD ADVISORS GROUP, LLC manages $105 million in client assets according to their SEC filing dated March 25, 2026.
According to their SEC Form ADV, STEWARD ADVISORS GROUP, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 25
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.51%
Average Client Assets: $2.4 million
Total Client Accounts: 112
Discretionary Accounts: 112
Regulatory Filings
CRD Number: 321846
Filing ID: 2067785
Last Filing Date: 2026-03-25 12:04:34