Steward Advisors, LLC
Steward Advisors, LLC is an SEC-registered wealth manager in Chicago, IL with $160.7M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Steward Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 156331, SEC 801-123655, data through 2026-03-11.
- AUM (assets under management / regulatory AUM)
- $160.7M (2026-03-11)
- Firm type
- Wealth Manager
- Location
- Chicago, IL
- Employees
- 4
- Clients
- 109
- CRD
- 156331
- Ownership
- OBENDORF, TIMOTHY, JAMES; KWON, MICHAEL, HUCK; Branda, Dale, Robert
How much AUM does Steward Advisors, LLC have?
Steward Advisors, LLC reported $160.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-11).
Who owns Steward Advisors, LLC?
Disclosed owners and executives of Steward Advisors, LLC include OBENDORF, TIMOTHY, JAMES, KWON, MICHAEL, HUCK, Branda, Dale, Robert. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.