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Steward Advisors, LLC

● SEC registered since 2022CRD 156331SEC# 801-123655Chicago, IL
Export (members)
Reg. AUM
$136.9M
Employees
4
Accounts
322
Location
Chicago, IL

Steward Advisors, LLC assets under management

Steward Advisors, LLC is a registered investment adviser overseen by the SEC based in Chicago, IL. The firm has been registered since 2022. It reports $136.9 million in regulatory assets under management and employs 4 people.
linkedin.com/company/steward-advisors-llcView on SEC.gov ↗

Steward Advisors, LLC owners & executives

3 reported
NameTitleOwnershipSince
Dale Robert Branda ControlMember, Chief Compliance Officer, Chief Operating Officer25-50%2017
Michael Huck Kwon ControlMember, Principal & Wealth Manager25-50%2017
Timothy James Obendorf ControlMember, Principal & Wealth Manager25-50%2011

Frequently asked questions

How much does Steward Advisors, LLC manage?

Steward Advisors, LLC reports $136.9 million in regulatory assets under management on its Form ADV.

How many employees does Steward Advisors, LLC have?

Steward Advisors, LLC reports 4 employees.

Where is Steward Advisors, LLC located?

Steward Advisors, LLC is based in Chicago, IL and has been SEC-registered since 2022.

Does Steward Advisors, LLC disclose fund performance?

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

Contact & registration

Address625 West Adams Street, Floor 19, Chicago, IL 60661
Phone630-537-0111
Fax312-667-0700
Office hours8:00 a.m. To 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$129.1M
Non-discretionary$7.8M
Total (RAUM)$136.9M