Stewardship Advisory Group, LLC
Stewardship Advisory Group, LLC is an SEC-registered mass-market adviser in Clermont, FL with $321.9M assets under management (AUM, regulatory AUM), +23% over one year. See who owns Stewardship Advisory Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 165710, SEC 801-77684, data through 2026-06-12.
- AUM (assets under management / regulatory AUM)
- $321.9M (2026-06-12)
- Firm type
- Mass-Market Adviser
- Location
- Clermont, FL
- Employees
- 17
- Clients
- 536
- CRD
- 165710
- Ownership
- ROGERS, JEFFREY, PAUL
How much AUM does Stewardship Advisory Group, LLC have?
Stewardship Advisory Group, LLC reported $321.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-12).
Who owns Stewardship Advisory Group, LLC?
Disclosed owners and executives of Stewardship Advisory Group, LLC include ROGERS, JEFFREY, PAUL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.