# Stewardwell LLC

> 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.

- CRD: 342950
- Filed as: STEWARDWELL LLC
- Also doing business as: STEWARDWELL WEALTH PARTNERS, THOMPSON FINANCIAL GROUP
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Location: Franklin, TN
- Filing period: October 2026
- Form ADV filing dated: July 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/342950
- AdvisorCensus page: https://advisorcensus.com/firm/stewardwell-llc-franklin-tn-342950

## Quick answers

**How is Stewardwell LLC compensated?**
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).

**Where is Stewardwell LLC located?**
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).

**Is Stewardwell LLC registered with the SEC or a state?**
Stewardwell LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 342950.

**How much does Stewardwell LLC manage?**
Stewardwell LLC reports $0 in regulatory assets under management in its Form ADV filing dated July 9, 2026.

**Does Stewardwell 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/342950

**Does Stewardwell LLC state an account minimum?**
Its Form ADV Part 2A brochure dated July 1, 2026 says: "StewardWell generally does not impose a minimum relationship size."

**What changed in Stewardwell LLC's recent Form ADV filings?**
In the August 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated July 1, 2026)

- Account minimum: None

> StewardWell generally does not impose a minimum relationship size.

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

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 19 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: ME, TN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Bangor, ME
- Presque Isle, ME

### Websites listed on Form ADV (Item 1.I)
- growwithtfg.com
- stewardwellwp.com

## Changes in the filing (last 12 months)

### August 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stewardwell LLC (CRD 342950): Form ADV filing data as of October 2026.