Stewardship Advisory Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Clermont, FL. Its latest Form ADV filing, dated April 30, 2026, reports $322M in regulatory assets under management, 17 employees, 1 office, and 536 accounts.
Assets Under Management
$322M
Employees
17
Offices
1 office
Total Clients
536
Primary office
CLERMONT, FL
17011 S.R. 50, SUITE 203, CLERMONT, FL, United States
Top client segmentIndividuals represent 74.3% of total clients.
Top client categories% of clientsClients
1
Individuals
74.3%
398
2
HNWI
24.6%
132
3
Charitable
0.6%
3
4
Corporations
0.6%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$322Mas of April 30, 2026
Discretionary100.0%
$322M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$322M
Total Accounts536
10Y AUM Change+$199M (+161.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees17
Clients per Employee32:1
10Y Employee Change-9 (-34.6%)
* 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.