| Name | Title | Ownership | Since |
|---|---|---|---|
| Donald Edward Simmons Control | Chief Executive Officer And Investment Advisor Representative | Over 75% | 2022 |
| Eric Fields | Partner | 10-25% | 2025 |
| Jansen William Hein Control | Chief Compliance Officer And Chief Operating Officer | 5-10% | 2022 |
Steward Advisors Group, LLC reports $61.4 million in regulatory assets under management on its Form ADV.
Steward Advisors Group, LLC reports 9 employees.
Steward Advisors Group, LLC is based in Halfmoon, NY and has been SEC-registered since 2022.
Steward Advisors Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 139 Meyer Road, Suite 201, Halfmoon, NY 12065 |
| Phone | (518) 406-5624 |
| Fax | (518) 406-5625 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | $61.4M |
| Non-discretionary | $0 |
| Total (RAUM) | $61.4M |