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STEWARDSHIP ADVISORY GROUP, LLC
CRD 165710 · SEC 801-77684
17011 S.R. 50, SUITE 203, CLERMONT, FL, 34711, United States
Phone
407-470-1405
Fax
407-470-1411
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$321.9M
Discretionary AUM
$321.9M
Team
17 total employees; 6 advisory reps; 3 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-12
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 398 | $77.4M |
| High net worth individuals | 132 | $231.7M |
| Charitable organizations | 3 | $9.5M |
| Corporations/business entities | 3 | $3.4M |
States served
AL, AZ, CA, CO, DE, DC, GA, IL, IN, KS, KY, ME, MD, MA, MN, MT, NV, NJ, NY, NC, OH, OK, OR, PA, SC, TN, VA, WY, MO, WA, TX, NH, FL
All web addresses on file
- https://link.edgepilot.com/s/6be69b7c/LJhJWMjLVU6X4kzB2OMuMg?u=https://www.facebook.com/StewardshipAdvisoryGroup
- https://link.edgepilot.com/s/2167cc41/GPYz1aB_akmnetb9mC-4nA?u=https://www.instagram.com/stewardadvisory
- https://link.edgepilot.com/s/c1d352e0/CPnirEUlekes_yQCvXbqjQ?u=https://www.x.com/SAGRPAdvisory
- HTTP://WWW.STEWARDSHIPADVISORY.COM
Official SEC filing: View on IAPD