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STEWARD ADVISORS, LLC
CRD 156331 · SEC 801-123655
625 WEST ADAMS STREET, FLOOR 19, CHICAGO, IL, 60661, United States
Phone
630-537-0111
Fax
312-667-0700
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$160.7M
Discretionary AUM
$145.1M
Team
4 total employees; 4 advisory reps; 4 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 54 | $17.1M |
| High net worth individuals | 50 | $143.1M |
| Charitable organizations | 4 | $148K |
| Corporations/business entities | 1 | $333K |
States served
IL, FL
All web addresses on file
Official SEC filing: View on IAPD