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).

By the Numbers
  • Total Assets Under Management
    270
    MILLION
  • Total Number of Accounts
    966
    ACCOUNTS
  • Average Account Value
    $279,296
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Stewardship Advisory Group, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Tony L. Adkison
CRD#: 5860007
Mansfield, TX

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.

2
Cecil M. Hight
CRD#: 4628882
17011 S.r. 50, Suite 203, Clermont, FL 34711

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.

3
Joseph C. Morson
CRD#: 4249722
17011 S.r. 50, Suite 203, Clermont, FL 34711

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.

4
Donald M. Purcell
CRD#: 2641990
17011 S.r. 50, Suite 203, Clermont, FL 34711

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.

5
Jeffrey P. Rogers
CRD#: 2332472
17011 S.r. 50, Suite 203, Clermont, FL 34711

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.

6
Sean C. Wood
CRD#: 5728258
1240 Bergen Parkway A-220, Evergreen, CO 80439

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.

7
Silas S. Collins
CRD#: 7341417
Seattle, WA

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.

8
Nicholas A. Ellison
CRD#: 6817985
17011 S.r. 50, Suite 203, Clermont, FL 34711

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.

9
Matthew T. Jones
CRD#: 6656287
17011 S.r. 50, Suite 203, Clermont, FL 34711

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.

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