Stewardship Advisory Group, LLC
Stewardship Advisory Group, LLC (CRD# 165710) is a financial advisory firm headquartered in Clermont, FL. They manage $269,800,000 in 966 accounts and serve the financial needs of clients across 33 states (or territories).
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Total Assets Under Management270MILLION
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Total Number of Accounts966ACCOUNTS
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Average Account Value$279,296
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AL, AZ, CA, CO, DC, DE, FL, GA, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, NC, ND, NH, NJ, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WY
Tony Adkison (CRD# 5860007) is an Investment Advisor Representative working at Stewardship Advisory Group, LLC in Mansfield, TX and has over 12 years of experience in the finance industry.
Cecil Hight (CRD# 4628882) is an Investment Advisor Representative working at Stewardship Advisory Group, LLC in Clermont, FL and has over 21 years of experience in the finance industry.
Joseph Morson (CRD# 4249722) is an Investment Advisor Representative working at Stewardship Advisory Group, LLC in Clermont, FL and has over 23 years of experience in the finance industry.
Donald Purcell (CRD# 2641990) is an Investment Advisor Representative working at Stewardship Advisory Group, LLC in Clermont, FL and has over 28 years of experience in the finance industry.
Jeffrey Rogers (CRD# 2332472) is an Investment Advisor Representative working at Stewardship Advisory Group, LLC in Clermont, FL and has over 29 years of experience in the finance industry.
Sean Wood (CRD# 5728258) is an Investment Advisor Representative working at Stewardship Advisory Group, LLC in Evergreen, CO and has over 14 years of experience in the finance industry. Sean Wood has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Silas Collins (CRD# 7341417) is an Investment Advisor Representative working at Stewardship Advisory Group, LLC in Seattle, WA and has over 2 years of experience in the finance industry.
Nicholas Ellison (CRD# 6817985) is an Investment Advisor Representative working at Stewardship Advisory Group, LLC in Clermont, FL and has over 4 years of experience in the finance industry.
Matthew Jones (CRD# 6656287) is an Investment Advisor Representative working at Stewardship Advisory Group, LLC in Clermont, FL and has 1 year of experience in the finance industry.