Good Steward Wealth Advisers LLC
● SEC registered since 2024CRD 333092SEC# 801-131209Clarksville, TN
Reg. AUM
$180.7M
Employees
7
Accounts
891
Location
Clarksville, TN
Good Steward Wealth Advisers LLC assets under management
Good Steward Wealth Advisers LLC is an SEC-registered investment adviser based in Clarksville, TN. The firm has been registered since 2024. It reports $180.7 million in regulatory assets under management and employs 7 people.
Good Steward Wealth Advisers LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Eric Edward Ellis Control | Member, Manager, President And Chief Operating Officer | 50-75% | 2024 |
| Kathy Barlar Ellis Control | Member, Manager And Chief Executive Officer | 50-75% | 2024 |
| Sonia Ann Goforth | Chief Compliance Officer | Under 5% | 2024 |
Frequently asked questions
How much does Good Steward Wealth Advisers LLC manage?
Good Steward Wealth Advisers LLC reports $180.7 million in regulatory assets under management on its Form ADV.
How many employees does Good Steward Wealth Advisers LLC have?
Good Steward Wealth Advisers LLC reports 7 employees.
Where is Good Steward Wealth Advisers LLC located?
Good Steward Wealth Advisers LLC is based in Clarksville, TN and has been SEC-registered since 2024.
Does Good Steward Wealth Advisers LLC disclose fund performance?
Good Steward Wealth Advisers LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2681 Townsend Ct., Clarksville, TN 37043 |
| Phone | 931-905-0050 |
| Fax | 931-647-8654 |
| Office hours | 8:00 a.m. - 4:30 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 2060772 |
| Discloses disciplinary history | No |
Regulatory AUM
$180.7M▲ 29%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 78%
Larger than 22% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$180.7Mregulatory AUM
Discretionary $157.6MNon-discretionary $23.1M