{
  "crd_number": 110594,
  "slug": "financial-steward-associates-llc-boulder-co-110594",
  "primary_business_name": "FINANCIAL STEWARD ASSOCIATES, LLC",
  "legal_name": "FINANCIAL STEWARD ASSOCIATES, LLC",
  "dbas": [],
  "city": "Boulder",
  "state": "CO",
  "country": "United States",
  "cbsa_code": "14500",
  "metro": {
    "cbsa_code": "14500",
    "common_name": "Boulder",
    "msa_name": "Boulder, CO",
    "path": "/advisors/co/boulder"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2025-04-30",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-01-17",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "fixed",
    "hourly"
  ],
  "advisory_activities": [
    "financial_planning",
    "other"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CO"
  ],
  "websites": [
    "https://financialstewardassociates.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/110594",
  "city_as_filed": "BOULDER",
  "url": "https://advisorcensus.com/firm/financial-steward-associates-llc-boulder-co-110594",
  "display_name": "Financial Steward Associates, LLC",
  "summary": "Financial Steward Associates, LLC is a state-registered investment advisory firm in Boulder, CO, registered since 2025, with no regulatory assets under management reported in its Form ADV filing dated January 17, 2026.",
  "citation": "AdvisorCensus. Financial Steward Associates, LLC (CRD 110594): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Financial Steward Associates, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Financial Steward Associates, LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Financial Steward Associates, LLC located?",
      "a": "Financial Steward Associates, LLC's principal office is in Boulder, CO, according to its Form ADV."
    },
    {
      "q": "Is Financial Steward Associates, LLC registered with the SEC or a state?",
      "a": "Financial Steward Associates, LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 110594."
    },
    {
      "q": "How have Financial Steward Associates, LLC's assets and staff changed since 2022?",
      "a": "In the Form ADV data for Financial Steward Associates, LLC: Regulatory assets under management: $194,976,221 in the October 2022 data and $218,042,812 in the October 2024 data, up 12%. Total employees: 8 in October 2022 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "Does Financial Steward Associates, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/110594"
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 194976221.0,
      "total_employees": 8,
      "filing_date": "2022-08-15"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 196113261.0,
      "total_employees": 7,
      "filing_date": "2023-04-03"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 218042812.0,
      "total_employees": 7,
      "filing_date": "2024-02-26"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 3,
      "filing_date": "2026-01-17"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/financial-steward-associates-llc-boulder-co-110594.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/110594",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}