Steward Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chicago, IL. Its latest Form ADV filing, dated March 11, 2026, reports $161M in regulatory assets under management, 4 employees, 1 office, and 354 accounts.
Assets Under Management
$161M
Employees
4
Offices
1 office
Total Clients
109
Primary office
CHICAGO, IL
625 WEST ADAMS STREET, FLOOR 19, CHICAGO, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 49.5% of total clients.
Top client categories% of clientsClients
1
Individuals
49.5%
54
2
HNWI
45.9%
50
3
Charitable
3.7%
4
4
Corporations
0.9%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$161Mas of March 11, 2026
Discretionary90.3%
$145M
90% of total RAUM90.3%
Non-discretionary9.7%
$16M
10% of total RAUM9.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$161M
Total Accounts354
10Y AUM Change+$42M (+35.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee27:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.