Stewardship Advisory Group, LLC
● SEC registered since 2013CRD 165710SEC# 801-77684Clermont, FL
Reg. AUM
$321.9M
Employees
17
Accounts
536
Location
Clermont, FL
About Stewardship Advisory Group
Stewardship Advisory Group helps people be good stewards of resources through wealth management, charitable giving, and legacy coaching. It serves business owners, engineers, executives, and families seeking clarity aligned with faith.
Summary based on the firm’s website.
Stewardship Advisory Group, LLC assets under management
Stewardship Advisory Group, LLC operates as an SEC-registered investment adviser based in Clermont, FL. The firm has been registered since 2013. It reports $321.9 million in regulatory assets under management and employs 17 people.
Stewardship Advisory Group, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey Paul Rogers Control | Managing Member, Chairman Of The Board, President, Chief Executive Officer, Chief Compliance Officer | Over 75% | 2012 |
Frequently asked questions
How much does Stewardship Advisory Group, LLC manage?
Stewardship Advisory Group, LLC reports $321.9 million in regulatory assets under management on its Form ADV.
How many employees does Stewardship Advisory Group, LLC have?
Stewardship Advisory Group, LLC reports 17 employees.
Where is Stewardship Advisory Group, LLC located?
Stewardship Advisory Group, LLC is based in Clermont, FL and has been SEC-registered since 2013.
Does Stewardship Advisory Group, LLC disclose fund performance?
Stewardship Advisory Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 17011 S.r. 50, Suite 203, Clermont, FL 34711 |
| Phone | 407-470-1405 |
| Fax | 407-470-1411 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$321.9M▲ 19%
Feb '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 60%
Larger than 40% of 16,369 advisers
EmployeesTop 28%
More than 72% of 16,804 advisers
Assets under management
$321.9Mregulatory AUM
Discretionary $321.9M