SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Steward Advisors, LLC
Chicago, IL
CRD 156331
Firm filing updated March 11, 2026 ·
- $160.7MAssets
- 4Advisory staff
- 354Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals54
- High net worth individuals50
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 54 | $17.1 million |
| High net worth individuals | 50 | $143.1 million |
| Charitable organizations | Fewer than 5 clients | $148,251 |
| Corporations or other businesses not listed above | Fewer than 5 clients | $332,586 |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Financial planning services
- Portfolio management for individuals and/or small businesses
Assets and accounts
- Regulatory assets$160.7 million
- Accounts354
- Discretionary$145.1 million · 325 accounts
- Non-discretionary$15.6 million · 29 accounts
People
- Employees4
- Advisory staff4
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients101 to 250
Advisors
2 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 156331, SEC file 801-123655.
- Registered with the SEC as an investment advisor (status date on record: April 8, 2022).
Is Steward Advisors, LLC a fiduciary?
Short answer: Steward Advisors, LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.