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| Happy Holidays!! thanks for using AUM13F!! |
| Steward Advisors LLC
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|---|---|
| CRD # | 156331 |
| SEC # | 801-123655 |
| CIK # | |
| AUM | $136.9 M (2025-03-07) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 630-537-0111 |
| Address | 625 West Adams Street Chicago, IL 60661 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 56 | 18.6 |
| (b) Individuals (high net worth individuals) | 45 | 118.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 322 | 136.9 |
| By Discretionary | ||
| Discretionary | 309 | 129.1 |
| Non-Discretionary | 13 | 7.8 |
| Total | 322 | 136.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 136.9 | |
| Total | 322 | 136.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Somnio Financial Group LLC
✚
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CT | 0.1 |
|
Argent Wealth Management Inc
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TX | 0.1 |
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Richwood Investment Advisors LLC
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OH | 0.1 |
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WI | 0.1 |
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Beantown Financial Advisors LLC
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0.1 | |
|
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NJ | 0.1 |
|
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TX | 0.1 |
|
Unified Investment Management LLC
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GA | 0.1 |
|
Drystone LLC
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0.1 | |
|
Sustainable Investment Solutions LLC
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MA | 0.1 |