{
  "crd_number": 165710,
  "slug": "stewardship-advisory-group-llc-clermont-fl-165710",
  "primary_business_name": "STEWARDSHIP ADVISORY GROUP, LLC",
  "legal_name": "STEWARDSHIP ADVISORY GROUP, LLC",
  "dbas": [],
  "city": "Clermont",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "36740",
  "metro": {
    "cbsa_code": "36740",
    "common_name": "Orlando",
    "msa_name": "Orlando-Kissimmee-Sanford, FL",
    "path": "/advisors/fl/orlando"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2013-03-05",
  "years_registered": 13,
  "period": "2026-10-01",
  "filing_date": "2026-07-01",
  "carried_forward": false,
  "raum_total": 321909000.0,
  "raum_discretionary": 321909000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 17,
  "advisory_employees": 6,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 9453000.0,
      "count": 3
    },
    "individuals": {
      "raum": 77381000.0,
      "count": 398
    },
    "high_net_worth_individuals": {
      "raum": 231690000.0,
      "count": 132
    },
    "corporations_other_businesses": {
      "raum": 3385000.0,
      "count": 3
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "AL",
    "AZ",
    "CA",
    "CO",
    "DC",
    "DE",
    "FL",
    "GA",
    "IL",
    "IN",
    "KS",
    "KY",
    "MA",
    "MD",
    "ME",
    "MN",
    "MO",
    "MT",
    "NC",
    "NH",
    "NJ",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "SC",
    "TN",
    "TX",
    "VA",
    "WA",
    "WY"
  ],
  "websites": [
    "https://link.edgepilot.com/s/2167cc41/GPYz1aB_akmnetb9mC-4nA?u=https%3A%2F%2Fwww.instagram.com%2Fstewardadvisory",
    "https://link.edgepilot.com/s/6be69b7c/LJhJWMjLVU6X4kzB2OMuMg?u=https%3A%2F%2Fwww.facebook.com%2FStewardshipAdvisoryGroup",
    "https://link.edgepilot.com/s/c1d352e0/CPnirEUlekes_yQCvXbqjQ?u=https%3A%2F%2Fwww.x.com%2FSAGRPAdvisory",
    "https://stewardshipadvisory.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/165710",
  "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.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": "CLERMONT",
  "url": "https://advisorcensus.com/firm/stewardship-advisory-group-llc-clermont-fl-165710",
  "display_name": "Stewardship Advisory Group, LLC",
  "summary": "Stewardship Advisory Group, LLC is an SEC-registered investment advisory firm in Clermont, FL, registered since 2013, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 1, 2026.",
  "citation": "AdvisorCensus. Stewardship Advisory Group, LLC (CRD 165710): 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)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Stewardship Advisory Group, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Stewardship Advisory Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Stewardship Advisory Group, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated July 1, 2026 states: Hourly rate: $200 to $450 an hour. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Stewardship Advisory Group, LLC located?",
      "a": "Stewardship Advisory Group, LLC's principal office is in Clermont, FL, according to its Form ADV."
    },
    {
      "q": "Is Stewardship Advisory Group, LLC registered with the SEC or a state?",
      "a": "Stewardship Advisory Group, LLC is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 165710."
    },
    {
      "q": "How much does Stewardship Advisory Group, LLC manage?",
      "a": "Stewardship Advisory Group, LLC reports $321,909,000 in regulatory assets under management in its Form ADV filing dated July 1, 2026 (100% discretionary)."
    },
    {
      "q": "How have Stewardship Advisory Group, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Stewardship Advisory Group, LLC: Regulatory assets under management: $281,000,000 in the October 2021 data and $321,909,000 in the October 2026 data, up 15%. Total employees: 17 in October 2021 and 17 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Stewardship Advisory Group, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (398); high net worth individuals (132); charitable organizations (3)."
    },
    {
      "q": "Which custodians does Stewardship Advisory Group, LLC use?",
      "a": "Stewardship Advisory Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Axos Clearing LLC and Charles Schwab & Co., Inc. as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Stewardship Advisory Group, 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.D(4) (another regulator's order in the past ten years). 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 SEC record: https://adviserinfo.sec.gov/firm/summary/165710"
    },
    {
      "q": "Does Stewardship Advisory Group, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated July 1, 2026 says: \"We have no minimum level of assets under managements for clients who wish to work with us.\""
    },
    {
      "q": "What changed in Stewardship Advisory Group, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $261,000,000 to $321,909,000 (+23%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 281000000.0,
      "total_employees": 17,
      "filing_date": "2021-03-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 322800000.0,
      "total_employees": 31,
      "filing_date": "2022-06-07"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 328472000.0,
      "total_employees": 30,
      "filing_date": "2023-10-02"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 269800000.0,
      "total_employees": 21,
      "filing_date": "2024-08-06"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 261000000.0,
      "total_employees": 187,
      "filing_date": "2025-06-12"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 321909000.0,
      "total_employees": 17,
      "filing_date": "2026-07-01"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $261,000,000 to $321,909,000 (+23%)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in MI, ND."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated July 1, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $200 to $450 an hour"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "We have no minimum level of assets under managements for clients who wish to work with us."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $200 to $450 an hour"
        ],
        "quotes": [
          "Alternatively, we may perform services based upon the Firm’s hourly rate of $200 - $450, depending upon the complexities of services"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": null,
          "min": 200.0,
          "max": 450.0,
          "period": "hour",
          "service": "services"
        }
      ]
    },
    "quotes": [
      "We have no minimum level of assets under managements for clients who wish to work with us.",
      "Alternatively, we may perform services based upon the Firm’s hourly rate of $200 - $450, depending upon the complexities of services"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Axos Clearing LLC",
      "name_as_filed": "AXOS CLEARING LLC",
      "affiliated": false
    },
    {
      "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/stewardship-advisory-group-llc-clermont-fl-165710.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 398,
      "fewer_than_5": false,
      "raum": 77381000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 132,
      "fewer_than_5": false,
      "raum": 231690000.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 3,
      "fewer_than_5": false,
      "raum": 9453000.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 3,
      "fewer_than_5": false,
      "raum": 3385000.0
    }
  ],
  "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/165710",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}