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STEWARDSHIP ADVISORY GROUP, LLC
CRD 165710File 801-77684
APPROVED
Retail clients
Disclosure events
Filing as of Jul 1, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$321.9M
Below cohort median (national)
Discretionary AUM
$321.9M
Clients
536
536 accounts
Employees
17
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Mar 5, 2013
- Principal office
- 17011 S.R. 50, SUITE 203, CLERMONT, FL, 34711
- Phone
- 407-470-1405
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $321.9M
- Discretionary AUM
- $321.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 536
- Non-discretionary accounts
- 0
- Total accounts
- 536
- AUM per client
- $601K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 3 | $3.4M |
| Charitable organizations | 3 | $9.5M |
| High net worth individuals | 132 | $231.7M |
| Individuals (other than high net worth individuals) | 398 | $77.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 187 | 17 | decreased by170 |
| Apr 1, 2026 | Clients | 1,108 | 536 | decreased by572 |
| Apr 1, 2026 | AUM | $261,000,000 | $321,909,000 | increased by$60,909,000 |
| Apr 1, 2026 | Accounts | 1,108 | 536 | decreased by572 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 31 | 187 | increased by156 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 726 | 1,108 | increased by382 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $322,800,000 | $261,000,000 | decreased by$61,800,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,310 | 1,108 | decreased by202 |
| Apr 1, 2022 | Employees | 17 | 31 | increased by14 |
| Apr 1, 2022 | Clients | 716 | 726 | increased by10 |
| Apr 1, 2022 | AUM | $281,000,000 | $322,800,000 | increased by$41,800,000 |
| Apr 1, 2022 | Accounts | 716 | 1,310 | increased by594 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “STEWARDSHIP ADVISORY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“STEWARDSHIP ADVISORY” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.