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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Stewardship Advisory Group LLC
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|---|---|
| CRD # | 165710 |
| SEC # | 801-77684 |
| CIK # | |
| AUM | $261.0 M (2025-06-12) |
| Employees | 187 (3% Investors, 3% Brokers) |
| Phone | 407-470-1405 |
| Address | 17011 Sr 50 Clermont, FL 34711 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 976 | 65.7 |
| (b) Individuals (high net worth individuals) | 113 | 179.5 |
| (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 | 11 | 5.3 |
| (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 | 8 | 10.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,108 | 261.0 |
| By Discretionary | ||
| Discretionary | 1,108 | 261.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,108 | 261.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 261.0 | |
| Total | 1,108 | 261.0 |
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|---|---|---|
|
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✚
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Magnate Advisory Services LLC
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Innovative Advisory Partners LLC
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Integrity Wealth LLC
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OR | 0.3 |
|
Guerra Advisors Inc
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|
Omega Wealth Management LLC
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|
VA | 0.3 |
|
Birchbrook
✚
|
ME | 0.3 |