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STEWARDSHIP ADVISORY GROUP, LLC

CLERMONT, FL · CRD 165710 · IAPD ↗ · stewardshipadvisory.com · 407-470-1405

$321.9MRegulatory AUM
6Advisory reps
17Employees
3Clients
1-10Planning clients
0Private funds
33States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2025 — STEWARDSHIP ADVISORY GROUP, LLC shrank from 10 to 6 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
47
March 2025 — STEWARDSHIP ADVISORY GROUP, LLC notice-filed in MT, NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
March 2024 — STEWARDSHIP ADVISORY GROUP, LLC shrank from 15 to 10 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
61
March 2024 — STEWARDSHIP ADVISORY GROUP, LLC reports 26-50 financial-planning clients, up from 11-25.
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.