Overview
Assets Under Management: $128 million
High-Net-Worth Clients: 28
Average Client Assets: $1.8 million
Frequently Asked Questions
STEWARDS ADVISORY SERVICES 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 #295694), STEWARDS ADVISORY SERVICES is subject to fiduciary duty under federal law.
STEWARDS ADVISORY SERVICES serves 28 high-net-worth clients according to their SEC filing dated March 13, 2026. View client details ↓
According to their SEC Form ADV, STEWARDS ADVISORY SERVICES offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
STEWARDS ADVISORY SERVICES manages $128 million in client assets according to their SEC filing dated March 13, 2026.
According to their SEC Form ADV, STEWARDS ADVISORY SERVICES 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
Clients
Number of High-Net-Worth Clients: 28
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 40.09%
Average Client Assets: $1.8 million
Total Client Accounts: 293
Discretionary Accounts: 293
Regulatory Filings
CRD Number: 295694
Filing ID: 2032593
Last Filing Date: 2026-03-13 13:19:17