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Steward Advisors Group, LLC
Steward Advisors Group, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 321846, SEC file 801-125950), with its...
Overview
Steward Advisors Group, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 321846, SEC file 801-125950), with its main office in Halfmoon, New York. Its Form ADV filed on 25 March 2026 reports $105.4M in regulatory assets under management across 112 accounts.
General information
Firm type
Registered Investment Adviser
AUM
$105.4M regulatory AUM (Form ADV, March 2026)
Location
Region
North America
Country
United States
City
Halfmoon
Corporate office
Halfmoon, NY, United States
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