{
  "crd_number": 119898,
  "slug": "global-steward-advisors-llc-leola-pa-119898",
  "primary_business_name": "GLOBAL STEWARD ADVISORS, LLC",
  "legal_name": "GLOBAL STEWARD ADVISORS, LLC",
  "dbas": [],
  "city": "Leola",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "29540",
  "metro": {
    "cbsa_code": "29540",
    "common_name": "Lancaster",
    "msa_name": "Lancaster, PA",
    "path": "/advisors/pa/lancaster"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2009-10-28",
  "years_registered": 16,
  "period": "2026-10-01",
  "filing_date": "2026-08-27",
  "carried_forward": false,
  "raum_total": 7535999.0,
  "raum_discretionary": 7535999.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 6273165.0,
      "count": 39
    },
    "high_net_worth_individuals": {
      "raum": 1262834.0,
      "count": 1,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "PA"
  ],
  "websites": [
    "https://globalstewardadvisors.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/119898",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.G",
      "question": "Is the firm or an advisory affiliate now the subject of a regulatory proceeding that could result in a yes answer to any part of 11.C, 11.D, or 11.E?"
    }
  ],
  "city_as_filed": "LEOLA",
  "url": "https://advisorcensus.com/firm/global-steward-advisors-llc-leola-pa-119898",
  "display_name": "Global Steward Advisors, LLC",
  "summary": "Global Steward Advisors, LLC is a state-registered investment advisory firm in Leola, PA, registered since 2009, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 27, 2026.",
  "citation": "AdvisorCensus. Global Steward Advisors, LLC (CRD 119898): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Global Steward Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Global Steward Advisors, LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Global Steward Advisors, LLC located?",
      "a": "Global Steward Advisors, LLC's principal office is in Leola, PA, according to its Form ADV."
    },
    {
      "q": "Is Global Steward Advisors, LLC registered with the SEC or a state?",
      "a": "Global Steward Advisors, LLC is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 119898."
    },
    {
      "q": "How much does Global Steward Advisors, LLC manage?",
      "a": "Global Steward Advisors, LLC reports $7,535,999 in regulatory assets under management in its Form ADV filing dated August 27, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Global Steward Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (39); high net worth individuals (1)."
    },
    {
      "q": "Does Global Steward Advisors, LLC report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.G (pending regulatory proceeding). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/119898"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/global-steward-advisors-llc-leola-pa-119898.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 39,
      "fewer_than_5": false,
      "raum": 6273165.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 1,
      "fewer_than_5": true,
      "raum": 1262834.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "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/119898",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}