# Steward Advisors, LLC

> Steward Advisors, LLC is an SEC-registered investment advisory firm in Chicago, IL, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 11, 2026.

- CRD: 156331
- Filed as: STEWARD ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chicago, IL
- Filing period: October 2026
- Form ADV filing dated: March 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/156331
- AdvisorCensus page: https://advisorcensus.com/firm/steward-advisors-llc-chicago-il-156331

## Quick answers

**How is Steward Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Steward Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Steward Advisors, LLC charge?**
Its Form ADV Part 2A brochure dated March 11, 2026 states: Hourly rate: $350 an hour (planning); Flat fee: $3,500 (a comprehensive financial plan covering the 10 topics in 4B). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Steward Advisors, LLC located?**
Steward Advisors, LLC's principal office is in Chicago, IL, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Steward Advisors, LLC registered with the SEC or a state?**
Steward Advisors, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 156331.

**How much does Steward Advisors, LLC manage?**
Steward Advisors, LLC reports $160,737,179 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (90% discretionary).

**How have Steward Advisors, LLC's assets and staff changed since 2022?**
In the Form ADV data for Steward Advisors, LLC: Regulatory assets under management: $118,730,749 in the October 2022 data and $160,737,179 in the October 2026 data, up 35%. Total employees: 4 in October 2022 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Steward Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (54); high net worth individuals (50); charitable organizations (4).

**Which custodians does Steward Advisors, LLC use?**
Steward Advisors, 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.

**Does Steward Advisors, LLC report any disciplinary disclosures?**
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/156331

**What changed in Steward Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $136,866,225 to $160,737,179 (+17%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 11, 2026)

- Hourly rate: $350 an hour (planning)

> Clients with less than $600,000 in assets under management are charged on an hourly basis for planning at the rate of $350 per hour or on a retainer basis at a negotiated quarterly rate.

- Flat fee: $3,500 (a comprehensive financial plan covering the 10 topics in 4B)

> For clients without assets under management, a comprehensive financial plan covering the 10 topics in 4B is offered as a standalone service for a fixed fee of $3,500.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $160,737,179
- Discretionary: $145,132,380
- Non-discretionary: $15,604,799

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 54 | $17,143,905 |
| High net worth individuals | 50 | $143,112,437 |
| Charitable organizations | 4 | $148,251 |
| Corporations or other businesses not listed above | 1 | $332,586 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2022 (4 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Schaumburg, IL

### Websites listed on Form ADV (Item 1.I)
- stewardadvisors.com
- yelp.com/BIZ/STEWARD-ADVISORS-CHICAGO-2
- Facebook @STEWARDADVISORS
- LinkedIn @STEWARD-ADVISORS-LLC

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $118,730,749 | 4 | March 9, 2022 |
| October 2023 | $114,954,555 | 3 | May 26, 2023 |
| October 2024 | $132,453,218 | 4 | February 22, 2024 |
| October 2025 | $136,866,225 | 4 | March 7, 2025 |
| October 2026 | $160,737,179 | 4 | March 11, 2026 |

Regulatory assets under management: $118,730,749 in the October 2022 data and $160,737,179 in the October 2026 data, up 35%.
Total employees: 4 in October 2022 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $136,866,225 to $160,737,179 (+17%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Steward Advisors, LLC (CRD 156331): Form ADV filing data as of October 2026.