# Steward Advisors

Steward Advisors is a Bank / Wealth / Trust based in Chicago, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Chicago, United States
- **Region:** North America
- **Address:** Chicago, IL, United States
- **Founded:** 2011
- **Assets under management:** Undisclosed
- **Website:** stewardadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/steward-advisors-llc

## Regulatory record

- **CRD number:** 156331
- **SEC file number:** 801-123655
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/156331

## About

Steward Advisors was established in Chicago, Illinois, in 2011 and operates as a registered investment advisor. The firm provides financial planning and discretionary portfolio management to a client base that spans individuals, private businesses, and other entities. Its Chicago headquarters anchors a practice that has remained deliberately focused on direct client relationships rather than national scale. Steward Advisors manages client portfolios across public equities, fixed income, and cash-management strategies. The firm structures its advisory relationships through separately managed accounts, offering asset allocation and ongoing rebalancing without running pooled funds. Its geographic footprint is concentrated in the Midwest, with clients primarily in Illinois and neighboring states. The absence of alternative-asset vehicles or private-markets exposure places the firm squarely in traditional wealth management. The firm has not publicly disclosed assets under management, team size, or principal biographies, which is consistent with a boutique advisory operating below institutional-reporting thresholds. AUM remains undisclosed. Steward Advisors does not appear to maintain satellite offices, philanthropic subsidiaries, or membership in prominent peer networks like Tiger 21 or R360. No dated operational event from the last 24 months, such as a service expansion or leadership change, has been made public. Steward Advisors' structural distinction lies in its posture as a fiduciary RIA that does not manufacture proprietary products — a separation that aligns incentives differently from broker-dealers or bank-affiliated wealth units.

## Questions

### Is Steward Advisors a fiduciary?

Yes. As a registered investment advisor, Steward Advisors is subject to the Investment Advisers Act of 1940 and owes a fiduciary duty to its clients, meaning it must act in their best interest and disclose material conflicts. This separates the firm from broker-dealers that operate under the less stringent suitability standard.

### Does Steward Advisors offer proprietary investment products?

No proprietary funds or structured products have been disclosed. The firm's advisory model is built around separately managed accounts using public equities, fixed income, and cash instruments, which allows for customization without the conflicts that proprietary product manufacturing can create.

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Last updated: 2026-08-11T02:43:31.692Z

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