{
  "crd_number": 321846,
  "slug": "steward-advisors-group-llc-halfmoon-ny-321846",
  "primary_business_name": "STEWARD ADVISORS GROUP, LLC",
  "legal_name": "STEWARD ADVISORS GROUP, LLC",
  "dbas": [],
  "city": "Halfmoon",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "10580",
  "metro": {
    "cbsa_code": "10580",
    "common_name": "Albany",
    "msa_name": "Albany-Schenectady-Troy, NY",
    "path": "/advisors/ny/albany"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-06-23",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-03-25",
  "carried_forward": false,
  "raum_total": 105372244.0,
  "raum_discretionary": 105372244.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 11,
  "advisory_employees": 8,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 20102946.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 24667797.0,
      "count": 84
    },
    "high_net_worth_individuals": {
      "raum": 60598591.0,
      "count": 25
    },
    "corporations_other_businesses": {
      "raum": 2910.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "FL",
    "GA",
    "IL",
    "NH",
    "NY",
    "SC",
    "TX",
    "WA"
  ],
  "websites": [
    "https://linkedin.com/company/steward-advisors-group",
    "https://stewardadvisorsgroup.com",
    "https://youtube.com/@stewardadvisorsgroup2165"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/321846",
  "city_as_filed": "HALFMOON",
  "url": "https://advisorcensus.com/firm/steward-advisors-group-llc-halfmoon-ny-321846",
  "display_name": "Steward Advisors Group, LLC",
  "summary": "Steward Advisors Group, LLC is an SEC-registered investment advisory firm in Halfmoon, NY, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.",
  "citation": "AdvisorCensus. Steward Advisors Group, LLC (CRD 321846): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Steward Advisors Group, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Steward Advisors Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Steward Advisors Group, LLC located?",
      "a": "Steward Advisors Group, LLC's principal office is in Halfmoon, NY, according to its Form ADV."
    },
    {
      "q": "Is Steward Advisors Group, LLC registered with the SEC or a state?",
      "a": "Steward Advisors Group, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 321846."
    },
    {
      "q": "How much does Steward Advisors Group, LLC manage?",
      "a": "Steward Advisors Group, LLC reports $105,372,244 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary)."
    },
    {
      "q": "How have Steward Advisors Group, LLC's assets and staff changed since 2022?",
      "a": "In the Form ADV data for Steward Advisors Group, LLC: Regulatory assets under management: $0 in the October 2022 data and $105,372,244 in the October 2026 data. Total employees: 6 in October 2022 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Steward Advisors Group, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (84); high net worth individuals (25)."
    },
    {
      "q": "Which custodians does Steward Advisors Group, LLC use?",
      "a": "Steward Advisors Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Steward Advisors Group, 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 SEC record: https://adviserinfo.sec.gov/firm/summary/321846"
    },
    {
      "q": "Does Steward Advisors Group, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 25, 2026 says: \"We require a minimum asset level of $25,000 to establish an investment advisory services relationship. However, in our sole discretion we may reduce the required minimum asset level or group certain related accounts for purposes of achieving the minimum account size.\""
    },
    {
      "q": "What changed in Steward Advisors Group, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 6 to 8. Regulatory assets under management went from $61,367,958 to $105,372,244 (+72%). No longer lists an office in Chicago, IL. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 6,
      "filing_date": "2022-06-27"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 31742589.0,
      "total_employees": 3,
      "filing_date": "2023-09-06"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 35541647.0,
      "total_employees": 9,
      "filing_date": "2024-05-14"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 61367958.0,
      "total_employees": 9,
      "filing_date": "2025-03-26"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 105372244.0,
      "total_employees": 11,
      "filing_date": "2026-03-25"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 6 to 8.",
        "Regulatory assets under management went from $61,367,958 to $105,372,244 (+72%).",
        "No longer lists an office in Chicago, IL.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Registered or notice-filed in CA."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 25, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$25,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $25,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "We require a minimum asset level of $25,000 to establish an investment advisory services relationship. However, in our sole discretion we may reduce the required minimum asset level or group certain related accounts for purposes of achieving the minimum account size."
        ]
      }
    ],
    "quotes": [
      "We require a minimum asset level of $25,000 to establish an investment advisory services relationship. However, in our sole discretion we may reduce the required minimum asset level or group certain related accounts for purposes of achieving the minimum account size."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/steward-advisors-group-llc-halfmoon-ny-321846.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 84,
      "fewer_than_5": false,
      "raum": 24667797.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 25,
      "fewer_than_5": false,
      "raum": 60598591.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 20102946.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 2910.0
    }
  ],
  "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/321846",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}