Steward Advisors Group, LLC
● SEC registered since 2022CRD 321846SEC# 801-125950Halfmoon, NY
Reg. AUM
$105.4M
Employees
11
Accounts
112
Location
Halfmoon, NY
Steward Advisors Group, LLC assets under management
Steward Advisors Group, LLC operates as an SEC-registered investment adviser based in Halfmoon, NY. The firm has been registered since 2022. It reports $105.4 million in regulatory assets under management and employs 11 people.
Steward Advisors Group, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Donald Edward Simmons Control | Chief Executive Officer And Investment Advisor Representative | 50-75% | 2022 |
| Jansen William Hein Control | Chief Compliance Officer And Chief Operating Officer | 25-50% | 2022 |
| Roberta S. Dallas | Shareholder | Under 5% | 2022 |
Frequently asked questions
How much does Steward Advisors Group, LLC manage?
Steward Advisors Group, LLC reports $105.4 million in regulatory assets under management on its Form ADV.
How many employees does Steward Advisors Group, LLC have?
Steward Advisors Group, LLC reports 11 employees.
Where is Steward Advisors Group, LLC located?
Steward Advisors Group, LLC is based in Halfmoon, NY and has been SEC-registered since 2022.
Does Steward Advisors Group, LLC disclose fund performance?
Steward Advisors Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 139 Meyer Road, Suite 201, Halfmoon, NY 12065 |
| Phone | (518) 406-5624 |
| Fax | (518) 406-5625 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$105.4M▲ 72%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 92%
Larger than 8% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$105.4Mregulatory AUM
Discretionary $105.4M