Steward Advisors, LLC
● SEC registered since 2022CRD 156331SEC# 801-123655Chicago, IL
Reg. AUM
$160.7M
Employees
4
Accounts
354
Location
Chicago, IL
Steward Advisors, LLC assets under management
Steward Advisors, LLC is a registered investment adviser overseen by the SEC based in Chicago, IL. The firm has been registered since 2022. It reports $160.7 million in regulatory assets under management and employs 4 people.
Steward Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dale Robert Branda Control | Member, Chief Compliance Officer, Chief Operating Officer | 25-50% | 2017 |
| Michael Huck Kwon Control | Member, Principal & Wealth Manager | 25-50% | 2017 |
| Timothy James Obendorf Control | Member, Principal & Wealth Manager | 25-50% | 2011 |
Frequently asked questions
How much does Steward Advisors, LLC manage?
Steward Advisors, LLC reports $160.7 million in regulatory assets under management on its Form ADV.
How many employees does Steward Advisors, LLC have?
Steward Advisors, LLC reports 4 employees.
Where is Steward Advisors, LLC located?
Steward Advisors, LLC is based in Chicago, IL and has been SEC-registered since 2022.
Does Steward Advisors, LLC disclose fund performance?
Steward Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 625 West Adams Street, Floor 19, Chicago, IL 60661 |
| Phone | 630-537-0111 |
| Fax | 312-667-0700 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$160.7M▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 81%
Larger than 19% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$160.7Mregulatory AUM
Discretionary $145.1MNon-discretionary $15.6M