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Good Steward Wealth Advisers LLC

● SEC registered since 2024CRD 333092SEC# 801-131209Clarksville, TN
Export (members)
Reg. AUM
$140.5M
Employees
7
Accounts
774
Location
Clarksville, TN

Good Steward Wealth Advisers LLC assets under management

Good Steward Wealth Advisers LLC is an SEC-registered investment adviser based in Clarksville, TN. The firm has been registered since 2024. It reports $140.5 million in regulatory assets under management and employs 7 people.

Good Steward Wealth Advisers LLC owners & executives

3 reported
NameTitleOwnershipSince
Eric Edward Ellis ControlMember, Manager, President And Chief Operating Officer50-75%2024
Kathy Barlar Ellis ControlMember, Manager And Chief Executive Officer50-75%2024
Sonia Ann GoforthChief Compliance OfficerUnder 5%2024

Frequently asked questions

How much does Good Steward Wealth Advisers LLC manage?

Good Steward Wealth Advisers LLC reports $140.5 million in regulatory assets under management on its Form ADV.

How many employees does Good Steward Wealth Advisers LLC have?

Good Steward Wealth Advisers LLC reports 7 employees.

Where is Good Steward Wealth Advisers LLC located?

Good Steward Wealth Advisers LLC is based in Clarksville, TN and has been SEC-registered since 2024.

Does Good Steward Wealth Advisers LLC disclose fund performance?

Good Steward Wealth Advisers LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2681 Townsend Ct., Clarksville, TN 37043
Phone931-905-0050
Fax931-647-8654
Office hours8:00 a.m. - 4:30 p.m.
SEC regionAtlanta Regional Office (ARO)
CIK2060772
Discloses disciplinary historyNo

Assets under management

Discretionary$120.3M
Non-discretionary$20.2M
Total (RAUM)$140.5M