Steward Advisors Group, LLC
Steward Advisors Group, LLC is an SEC-registered mass-market adviser in Halfmoon, NY with $105.4M assets under management (AUM, regulatory AUM), +72% over one year. See who owns Steward Advisors Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 321846, SEC 801-125950, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $105.4M (2026-03-25)
- Firm type
- Mass-Market Adviser
- Location
- Halfmoon, NY
- Employees
- 11
- Clients
- 109
- CRD
- 321846
- Ownership
- SIMMONS, DONALD, EDWARD; DUTTON, CATHY, S; HEIN, JANSEN, WILLIAM; DALLAS, ROBERTA, S.; STARR, ERVIN, J
How much AUM does Steward Advisors Group, LLC have?
Steward Advisors Group, LLC reported $105.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Steward Advisors Group, LLC?
Disclosed owners and executives of Steward Advisors Group, LLC include SIMMONS, DONALD, EDWARD, DUTTON, CATHY, S, HEIN, JANSEN, WILLIAM, DALLAS, ROBERTA, S., STARR, ERVIN, J. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.