{
  "crd_number": 342950,
  "slug": "stewardwell-llc-franklin-tn-342950",
  "primary_business_name": "STEWARDWELL LLC",
  "legal_name": "STEWARDWELL LLC",
  "dbas": [
    "STEWARDWELL WEALTH PARTNERS",
    "THOMPSON FINANCIAL GROUP"
  ],
  "city": "Franklin",
  "state": "TN",
  "country": "United States",
  "cbsa_code": "34980",
  "metro": {
    "cbsa_code": "34980",
    "common_name": "Nashville",
    "msa_name": "Nashville-Davidson--Murfreesboro--Franklin, TN",
    "path": "/advisors/tn/nashville"
  },
  "registration_type": "sec",
  "registration_status": "120-Day Approval",
  "registration_date": "2026-07-01",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-07-09",
  "carried_forward": false,
  "raum_total": 0.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 19,
  "advisory_employees": 8,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "ME",
    "TN"
  ],
  "websites": [
    "https://growwithtfg.com",
    "https://stewardwellwp.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/342950",
  "city_as_filed": "FRANKLIN",
  "url": "https://advisorcensus.com/firm/stewardwell-llc-franklin-tn-342950",
  "display_name": "Stewardwell LLC",
  "summary": "Stewardwell LLC is an SEC-registered investment advisory firm in Franklin, TN, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 9, 2026.",
  "citation": "AdvisorCensus. Stewardwell LLC (CRD 342950): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Stewardwell LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Stewardwell LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Stewardwell LLC located?",
      "a": "Stewardwell LLC's principal office is in Franklin, TN, according to its Form ADV; the August 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Stewardwell LLC registered with the SEC or a state?",
      "a": "Stewardwell LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 342950."
    },
    {
      "q": "How much does Stewardwell LLC manage?",
      "a": "Stewardwell LLC reports $0 in regulatory assets under management in its Form ADV filing dated July 9, 2026."
    },
    {
      "q": "Does Stewardwell 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/342950"
    },
    {
      "q": "Does Stewardwell LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated July 1, 2026 says: \"StewardWell generally does not impose a minimum relationship size.\""
    },
    {
      "q": "What changed in Stewardwell LLC's recent Form ADV filings?",
      "a": "In the August 2026 filing data: Newly registered with the SEC."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated July 1, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "StewardWell generally does not impose a minimum relationship size."
        ]
      }
    ],
    "quotes": [
      "StewardWell generally does not impose a minimum relationship size."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/stewardwell-llc-franklin-tn-342950.md",
  "clients": [],
  "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/342950",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}