Asset ManagerRIA · CRD 295694SEC-Registered

Updated:

STEWARDS ADVISORY SERVICES

STEWARDS ADVISORY SERVICES is an SEC-registered investment adviser in MARION, IA, registered since 2024. The firm manages approximately $128 million in...

STEWARDS ADVISORY SERVICES

STEWARDS ADVISORY SERVICES is an SEC-registered investment adviser in MARION, IA, registered since 2024. The firm manages approximately $128 million in regulatory assets. It has 2 employees and 2 investment advisers.

General information

Firm type

Asset Manager

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Frequently asked questions

Is STEWARDS ADVISORY SERVICES a registered investment adviser?

As of mid-2026, no Form ADV or SEC registration has been identified for STEWARDS ADVISORY SERVICES. The Texas Comptroller's office shows its franchise tax status was involuntarily ended after a 2016 foreign LLC registration. Any allocator considering an engagement should verify current registration via the SEC's IAPD database. Absent a filing, the firm may operate as an exempt reporting adviser or may no longer be active.

What is the firm's investment strategy?

No public documents describe an investment strategy for STEWARDS ADVISORY SERVICES. The firm has no identified website, marketing materials, or news coverage detailing asset classes, sectors, or vehicle types. The name suggests a fiduciary or stewardship-oriented mandate, but this is inferential rather than sourced.

Where is STEWARDS ADVISORY SERVICES based?

Texas Secretary of State records from April 2016 list STEWARDS ADVISORY SERVICES as a foreign LLC with a jurisdictional footprint in Brazoria County, Texas. No current office address is publicly available. The state filing status of 'FRANCHISE TAX INVOLUNTARILY ENDED' indicates it may not maintain ongoing operations in Texas.

Who manages STEWARDS ADVISORY SERVICES?

Management information for STEWARDS ADVISORY SERVICES is not publicly available. The Texas LLC filing does not name a registered agent, manager, or member. Should the firm be currently operating, its principals remain undisclosed in any sourcing that Altss has reviewed.

Does STEWARDS ADVISORY SERVICES manage money for external clients?

There is no evidence that STEWARDS ADVISORY SERVICES manages external client assets. The lack of a Form ADV or any public track record makes it impossible to determine whether the firm ever served third-party investors or was structured solely for internal capital.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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