This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$161MItem 5.F on the latest filing (2026-03-11); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$145M

Private client RAUM

$160MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

4

RAUM per advisor

$40.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

4

Advisory employees

4

Offices

1Schedule D 1.F, beyond the principal office

Accounts

354

Individual clients

54

High net worth clients

50

Custody, client assets

$15.3M

SEC number

801-123655

CRD

156331

Filings on the tape

8

First filed

Mar 9, 2022

Latest filed

Mar 11, 2026

Organised

Limited Liability Company, IL

• Occurred

  Mar 9, 2022
  First Form ADV filing

  Steward Advisors, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:3d7e377d-85c6-6294-25e4-daf8dee4a70f

First observed

Mar 9, 2022

Last observed

Mar 11, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.