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

$295MItem 5.F on the latest filing (2026-03-20); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$268M

Private client RAUM

$295MderivedItem 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

$73.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

7

Advisory employees

4

Offices

0Schedule D 1.F, beyond the principal office

Accounts

983

Individual clients

238

High net worth clients

47

SEC number

801-129119

CRD

121348

Filings on the tape

5

First filed

Oct 27, 2023

Latest filed

Mar 20, 2026

Organised

Corporation, MI

Website

stw.adv.com

• Occurred

  Oct 27, 2023
  First Form ADV filing

  Stewardship Trust Advisors filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago
• Occurred

  Jul 31, 2023
  Team lift-out

  3 advisors left Stewardship Advisory Group, LLC (Clermont, FL) for Stewardship Trust Advisors a day apart

  Form ADVobserved 4 days ago
  3 advisors

Graph

RIA / Wealth Management

Canonical id

dfx:ria:57eda533-4cff-cf76-9809-1422f9b86ccf

First observed

Oct 27, 2023

Last observed

Mar 20, 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.