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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

STEWARDSHIP ADVISORY GROUP, LLC

CRD 165710

CLERMONT, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:deacc704-22e1-7210-ac05-b8a506242607

Data as of Jul 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 17
Dated events: 9
On other graphs: 0
Observed: Feb 22, 2013 to Jul 1, 2026
61 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.96 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=6.0
Regulatory AUM: $322MItem 5.F on the latest filing (2026-07-01); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $322M
Private client RAUM: $309MderivedItem 5.D individuals plus high net worth individuals
Private client share: 96%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $80.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 17
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 536
Individual clients: 398
High net worth clients: 132
SEC number: 801-77684
CRD: 165710
Filings on the tape: 61
First filed: Feb 22, 2013
Latest filed: Jul 1, 2026
Organised: Limited Liability Company, DE
Website: stewardshipadvisory.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JEFFREY PAUL ROGERS	n/a	BIRMINGHAM, AL \| Clermont, FL \| CLERMONT, FL	13	34	5	no
JOSEPH CHARLES MORSON	Certified Financial Planner	BIRMINGHAM, AL \| Clermont, FL \| CLERMONT, FL	7	26	4	no
Nicholas Alexander Ellison	Certified Financial Planner	Clermont, FL \| CLERMONT, FL \| BIRMINGHAM, AL	7	11	n/a	no
JOSEPH WILLIAM VEASEY	Certified Financial Planner	BIRMINGHAM, AL \| Clermont, FL \| CLERMONT, FL	3	11	6	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ROGERS, JEFFREY, PAUL	MANAGING MEMBER, CHAIRMAN OF THE BOARD, PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER	E	yes	11/2012	Feb 22, 2013	Aug 6, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	2	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 13 of 15

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 30, 2026	$322M	$322M	17	6	1	n/a	n/a
2024	Mar 15, 2025	$261M	$261M	187	6	1	n/a	n/a
2023	Feb 23, 2024	$270M	$270M	21	10	3	n/a	n/a
2022	Mar 23, 2023	$328M	$328M	30	15	7	n/a	n/a
2021	Mar 22, 2022	$323M	$323M	31	15	7	n/a	n/a
2020	Mar 30, 2021	$281M	$281M	17	14	8	n/a	n/a
2019	Mar 30, 2020	$214M	$214M	26	14	8	n/a	n/a
2018	Mar 27, 2019	$197M	$90.5M	28	15	11	n/a	n/a
2017	Mar 29, 2018	$196M	$90.0M	26	14	11	n/a	n/a
2016	Mar 29, 2017	$123M	$50.9M	26	14	n/a	n/a	n/a
2015	Mar 24, 2016	$115M	$46.1M	28	15	n/a	n/a	n/a
2014	Mar 20, 2015	$109M	$42.2M	26	15	n/a	n/a	n/a
2013	Mar 28, 2014	$85.0M	$81.0M	24	15	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	2	-2	50.0%	0	0	0	0	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$322M	$261M	23.3%	$328M	-0.7%	17	187	0	1

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
STEWARDSHIP TRUST ADVISORS	3	Jul 31, 2023	Jun 28, 2023	CLERMONT, FL	Team lift out	RIA to RIA	33.3%

Relationships

Registered with (15)

← JOSEPH WILLIAM VEASEYAdvisorregistration: current employment
Sep 28, 2022 to presentfactForm ADV
← Nicholas Alexander EllisonAdvisorregistration: current employment
Jul 25, 2019 to presentfactForm ADV
← JOSEPH CHARLES MORSONAdvisorregistration: current employment
Dec 5, 2018 to presentfactForm ADV
← JEFFREY PAUL ROGERSAdvisorregistration: current employment
Mar 28, 2013 to presentfactForm ADV
← CECIL MATTHEW HIGHTAdvisorregistration: previous registration
Mar 27, 2013 to Jun 9, 2026factForm ADV
← TONY LEE ADKISONAdvisorregistration: previous registration
Mar 28, 2013 to Jun 9, 2026factForm ADV
← JACOB BENJAMIN EKKENSAdvisorregistration: previous registration
Jun 14, 2019 to Aug 1, 2023factForm ADV
← TODD WILLIAM ACKERMANNAdvisorregistration: previous registration
Mar 27, 2013 to Jul 31, 2023factForm ADV
← CRAIG ALLAN ACKERMANNAdvisorregistration: previous registration
Mar 27, 2013 to Jul 31, 2023factForm ADV
← Robert WronaAdvisorregistration: previous registration
Jul 1, 2021 to May 16, 2023factForm ADV
← Brandon Kyle CatrettAdvisorregistration: previous registration
Feb 5, 2020 to Mar 31, 2023factForm ADV
← JOHN COLEMAN DEWITTAdvisorregistration: previous registration
Apr 23, 2020 to Jun 15, 2020factForm ADV
← RAYMOND ELIAS DUENASAdvisorregistration: previous registration
Mar 28, 2013 to Jul 16, 2019factForm ADV
← MARK N HENRYAdvisorregistration: previous registration
Apr 10, 2013 to Jun 14, 2019factForm ADV
← TRINA L HANNERAdvisorregistration: previous registration
Mar 27, 2013 to Nov 3, 2014factForm ADV

Controls (1)

← ROGERS, JEFFREY, PAULOwnerMANAGING MEMBER, CHAIRMAN OF THE BOARD, PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, ownership code E, individual
Feb 22, 2013 to Aug 6, 2024factForm ADV

Moved with (1)

→ STEWARDSHIP TRUST ADVISORSRegistered adviser3 advisors, team lift out
Jul 31, 2023 to Jun 28, 2023factForm ADV

Dated events

Occurred
Jun 9, 2026
Advisor changed firm
Tony Lee Adkison left Stewardship Advisory Group, Llc for Advisor Share Wealth Management, Llc (registered 2026-05-13)
Form ADVobserved 6 days ago
Occurred
Jun 9, 2026
Advisor changed firm
Cecil Matthew Hight left Stewardship Advisory Group, Llc for Advisor Share Wealth Management, Llc (registered 2026-04-29)
Form ADVobserved 6 days ago
Occurred
Aug 1, 2023
Advisor changed firm
Jacob Benjamin Ekkens left Stewardship Advisory Group, Llc for Stewardship Trust Advisors (registered 2023-06-28)
Form ADVobserved 6 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 6 days ago
3 advisors
Occurred
Jul 31, 2023
Advisor changed firm
Craig Allan Ackermann left Stewardship Advisory Group, Llc for Stewardship Trust Advisors (registered 2023-06-28)
Form ADVobserved 6 days ago
Occurred
Jul 31, 2023
Advisor changed firm
Todd William Ackermann left Stewardship Advisory Group, Llc for Stewardship Trust Advisors (registered 2023-06-28)
Form ADVobserved 6 days ago
Occurred
May 16, 2023
Advisor changed firm
Robert Wrona left Stewardship Advisory Group, Llc for Regal Investment Advisors Llc (registered 2024-10-23)
Form ADVobserved 6 days ago
Occurred
Mar 31, 2023
Advisor changed firm
Brandon Kyle Catrett left Stewardship Advisory Group, Llc for Ridgeline Private Wealth (registered 2023-05-12)
Form ADVobserved 6 days ago
Occurred
Feb 22, 2013
First Form ADV filing
Stewardship Advisory Group, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:deacc704-22e1-7210-ac05-b8a506242607
First observed: Feb 22, 2013
Last observed: Jul 1, 2026 2 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.

STEWARDSHIP ADVISORY GROUP, LLC

CRD 165710

CLERMONT, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:deacc704-22e1-7210-ac05-b8a506242607

Data as of Jul 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:04 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JEFFREY PAUL ROGERS

n/a

BIRMINGHAM, AL | Clermont, FL | CLERMONT, FL

JOSEPH CHARLES MORSON

Certified Financial Planner

BIRMINGHAM, AL | Clermont, FL | CLERMONT, FL

Nicholas Alexander Ellison

Certified Financial Planner

Clermont, FL | CLERMONT, FL | BIRMINGHAM, AL

n/a

JOSEPH WILLIAM VEASEY

Certified Financial Planner

BIRMINGHAM, AL | Clermont, FL | CLERMONT, FL

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ROGERS, JEFFREY, PAUL

MANAGING MEMBER, CHAIRMAN OF THE BOARD, PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER

yes

11/2012

Feb 22, 2013

Aug 6, 2024

City

State

Country

Employees

Also broker-dealer

n/a

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 30, 2026

$322M

n/a

2024

Mar 15, 2025

$261M

187

n/a

2023

Feb 23, 2024

$270M

n/a

2022

Mar 23, 2023

$328M

n/a

2021

Mar 22, 2022

$323M

n/a

2020

Mar 30, 2021

$281M

n/a

2019

Mar 30, 2020

$214M

n/a

2018

Mar 27, 2019

$197M

$90.5M

n/a

2017

Mar 29, 2018

$196M

$90.0M

n/a

2016

Mar 29, 2017

$123M

$50.9M

n/a

2015

Mar 24, 2016

$115M

$46.1M

n/a

2014

Mar 20, 2015

$109M

$42.2M

n/a

2013

Mar 28, 2014

$85.0M

$81.0M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-2

50.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$322M

$261M

23.3%

$328M

-0.7%

187

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

STEWARDSHIP TRUST ADVISORS

Jul 31, 2023

Jun 28, 2023

CLERMONT, FL

Team lift out

RIA to RIA

33.3%