Cole Christopher Fritz
Investment adviser representative at Steward Advisors Group, LLC
13 yearsExperience
1 stateRegistered in
$105.4MFirm assets
4 yearsFirm in business
Are you Cole Christopher Fritz? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Steward Advisors Group, LLCSep 2025 to now
- Steward Advisor GroupSep 2025 to now
- CrosspurposeJun 2019 to Jul 2025
- Lion Media GroupJan 2019 to Jun 2019
- The Lion ProjectOct 2017 to Jan 2019
- Sonrise Mountain RanchMay 2017 to Aug 2017
- Wheaton CollegeAug 2013 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
Steward Advisors Group, LLC
$105.4MAssets managed
109Clients
8Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8160027
- Firm CRD
- 321846