# Financial Steward Associates, LLC

> 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.

- CRD: 110594
- Filed as: FINANCIAL STEWARD ASSOCIATES, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Boulder, CO
- Filing period: October 2026
- Form ADV filing dated: January 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/110594
- AdvisorCensus page: https://advisorcensus.com/firm/financial-steward-associates-llc-boulder-co-110594

## Quick answers

**How is Financial Steward Associates, LLC compensated?**
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). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Financial Steward Associates, LLC located?**
Financial Steward Associates, LLC's principal office is in Boulder, CO, according to its Form ADV.

**Is Financial Steward Associates, LLC registered with the SEC or a state?**
Financial Steward Associates, LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 110594.

**How have Financial Steward Associates, LLC's assets and staff changed since 2022?**
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.

**Does Financial Steward Associates, LLC report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services
- Other

### Firm details
- Registered since: 2025 (1 year)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- financialstewardassociates.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $194,976,221 | 8 | August 15, 2022 |
| October 2023 | $196,113,261 | 7 | April 3, 2023 |
| October 2024 | $218,042,812 | 7 | February 26, 2024 |
| October 2026 | Not reported | 3 | January 17, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Financial Steward Associates, LLC (CRD 110594): Form ADV filing data as of October 2026.