# Stewardship Advisory Group

Stewardship Advisory Group is a Bank / Wealth / Trust based in Clermont, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Clermont, United States
- **Region:** North America
- **Address:** Clermont, FL, United States
- **Founded:** 2013
- **Assets under management:** Undisclosed
- **Website:** stewardshipadvisory.com
- **LinkedIn:** https://www.linkedin.com/company/stewardship-advisory-group

## Regulatory record

- **CRD number:** 165710
- **SEC file number:** 801-77684
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-30T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/165710

## About

Stewardship Advisory Group was founded in 2013 and traces its advisory lineage back more than 40 years through its predecessor practices. Operating from Clermont, Florida, the registered investment advisor serves individuals, trusts, estates, foundations, and businesses. The firm's wealth-management philosophy relies on what it describes as timeless biblical principles applied to modern financial complexity — a posture that shapes both its client conversations and its planning framework. The firm's strategy centers on fee-based financial planning and advisory services, including retirement modeling, investment management via third-party platforms, and legacy preparation. Stewardship Advisory does not run its own fund vehicles; it constructs client portfolios using external managers and instruments. Asset-class exposure spans equities, fixed income, and alternative structures, though the allocation mix is tailored client by client. The firm's website emphasizes retirement-income durability and spousal preparedness as core deliverables, making it a planning-first, product-second practice. Stewardship Advisory Group operates from a single office in Clermont. The firm has not publicly disclosed its assets under advisement or its total team size. No adjacent philanthropic foundations, real-asset arms, or co-investment clubs appear in public disclosures. In recent years, the firm has surfaced no operational events — such as leadership transitions, capital raises, or acquisitions — that alter its known posture. What structurally distinguishes the firm is its faith-driven mandate: financial advice is framed as an act of biblical stewardship, a filter that governs both client selection and the substance of its planning recommendations. This identity makes the firm's value proposition governance as much as economics — appealing to clients who seek an advisor accountable to their spiritual framework.

## Questions

### How does the firm's faith-based orientation affect its investment approach?

The firm frames all financial decisions through a lens of biblical stewardship. This does not mean it runs faith-screened proprietary funds; instead, it applies its planning philosophy to portfolio construction, recommending third-party managers and advising on spending, saving, and giving patterns that the firm considers aligned with scriptural principles.

### Does Stewardship Advisory Group manage its own investment vehicles?

No. The firm provides investment management services by allocating client capital across external managers and instruments — it does not sponsor or manage proprietary mutual funds, ETFs, or private funds.

### Which client segments does the firm primarily serve?

Stewardship Advisory Group serves individuals, families, business owners, trusts, estates, charities, and foundations. Its marketing emphasizes those who have accumulated wealth and are concerned with retirement readiness, spousal preparedness, and faith-aligned financial decisions.

### What geographic region does Stewardship Advisory Group serve?

The firm is headquartered in Clermont, Florida, and serves clients across the United States. No additional office locations have been publicly disclosed.

## Related profiles

- [Stewardship Advisors](https://altss.com/profile/stewardship-advisors)
- [Stewardship Financial Planning](https://altss.com/profile/stewardship-financial-planning)

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Last updated: 2026-06-03T20:00:00.000Z

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