STEWARDSHIP ADVISORY GROUP, LLC
Adviser information for STEWARDSHIP ADVISORY GROUP, LLC last updated from Form ADV on February 23rd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 21 |
|---|---|
| Investment Advisory/Research | 10 |
| Registered Broker-Dealer Representatives | 10 |
| Registered State Investment Advisers | 10 |
| Licensed Agents of an Insurance Company | 8 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 966 | $269.8M |
| Non-Discretionary | 0 | $0 |
| Total | 966 | $269.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 751 | $106.0M |
| HNW Individuals | 191 | $131.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 14 | $7.6M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 10 | $25.1M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 4 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 26-50 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)Educational seminars/workshops |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
| Other Business Activities | Registered representative of a broker-dealerInsurance broker or agent |
Identifiers
| SEC RIA File Number | 801-77684 |
|---|---|
| SEC ERA File Number | 801-77684 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 165710 |
| Legal Entity Identifier | None |
Principal Office
17011 S.R. 50SUITE 203
CLERMONT
FL
United States
Monday - Friday, 9 AM TO 5 PM
Tel: 407-470-1405, Fax: 407-470-1411
Websites
Chief Compliance Officer
JEFFREY ROGERS
CHAIRMAN OF THE BOARD, PRESIDENT, & CHIEF EXECUTIVE OFFICER
17011 S.R. 50
SUITE 203
CLERMONT
FL
United States
Tel:
407-470-1405
J***@**********************M
(Full email address available in API data)
Regulatory Contact
ANN ZEMANN
CONSULTANT
951 CRESTRIDGE RD.
OMAHA
NE
United States
Tel:
402-502-2881
A********@**********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ROGERS, JEFFREY, PAUL | Individual | – | MANAGING MEMBER, CHAIRMAN OF THE BOARD, PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | 11/2012 | > 75% |