PPrivate Fund Data Log in Join · $37/mo

Stewardship Advisory Group, LLC

● SEC registered since 2013CRD 165710SEC# 801-77684Clermont, FL
Export (members)
Reg. AUM
$261M
Employees
187
Accounts
1,108
Location
Clermont, FL

Stewardship Advisory Group, LLC assets under management

Stewardship Advisory Group, LLC operates as an SEC-registered investment adviser based in Clermont, FL. The firm has been registered since 2013. It reports $261 million in regulatory assets under management and employs 187 people.
www.stewardshipadvisory.comView on SEC.gov ↗

Stewardship Advisory Group, LLC owners & executives

1 reported
NameTitleOwnershipSince
Jeffrey Paul Rogers ControlManaging Member, Chairman Of The Board, President, Chief Executive Officer, Chief Compliance OfficerOver 75%2012

Frequently asked questions

How much does Stewardship Advisory Group, LLC manage?

Stewardship Advisory Group, LLC reports $261 million in regulatory assets under management on its Form ADV.

How many employees does Stewardship Advisory Group, LLC have?

Stewardship Advisory Group, LLC reports 187 employees.

Where is Stewardship Advisory Group, LLC located?

Stewardship Advisory Group, LLC is based in Clermont, FL and has been SEC-registered since 2013.

Does Stewardship Advisory Group, LLC disclose fund performance?

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

Contact & registration

Address17011 S.r. 50, Suite 203, Clermont, FL 34711
Phone407-470-1405
Fax407-470-1411
Office hours9 a.m. To 5 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$261M
Non-discretionary$0
Total (RAUM)$261M