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STEWARD ADVISORS, LLC

CHICAGO, IL · CRD 156331 · IAPD ↗ · 630-537-0111

$160.7MRegulatory AUM
4Advisory reps
4Employees
4Clients
101-250Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2025 — STEWARD ADVISORS, LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.