STEWARD FINANCIAL GROUP, LLC
Legal name: STEWARD WEALTH MANAGEMENT
CRD #143513 SEC #801-68837 COLLEYVILLE, TX 817-428-1145
SEC Registered
Total AUM
$531.1M
Discretionary
$531.1M
Employees
7
Clients
251
Accounts
337
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2023 | $531.1M | $531.1M | $0 | 7 | 0 |
| Feb 2023 | $531.1M | $531.1M | $0 | 7 | 0 |
| Mar 2022 | $507.2M | $507.2M | $0 | 9 | 0 |
| Jun 2021 | $407.7M | $407.7M | $0 | 6 | 0 |
| Mar 2021 | $407.7M | $407.7M | $0 | 6 | 0 |
| Jun 2020 | $362.6M | $362.6M | $0 | 6 | 1 |
| Jun 2020 | $362.6M | $362.6M | $0 | 6 | 1 |
| Mar 2020 | $362.6M | $362.6M | $0 | 6 | 1 |
| May 2019 | $311.5M | $311.5M | $0 | 5 | 0 |
| Apr 2019 | $311.5M | $311.5M | $0 | 5 | 0 |
| Feb 2019 | $311.5M | $311.5M | $0 | 5 | 0 |
| Mar 2018 | $283.5M | $283.5M | $0 | 5 | 0 |
| Feb 2017 | $229.8M | $229.8M | $0 | 4 | 200 |
| Nov 2016 | $189M | $189M | $0 | 4 | 200 |
| Apr 2016 | $189M | $189M | $0 | 4 | 200 |
| Mar 2016 | $189M | $189M | $0 | 3 | 200 |
| Oct 2015 | $175.9M | $175.9M | $0 | 4 | 200 |
| Mar 2015 | $175.9M | $175.9M | $0 | 4 | 200 |
| Mar 2014 | $159.5M | $159.5M | $0 | 3 | 200 |
| Mar 2013 | $139.7M | $0 | $139.7M | 3 | 200 |
| May 2012 | $108.4M | $0 | $108.4M | 1 | 400 |
| Mar 2012 | $108.4M | $0 | $108.4M | 1 | 400 |
| Mar 2011 | $71.4M | $0 | $71.4M | 5 | -- |
| Mar 2011 | $57.2M | $0 | $57.2M | 5 | -- |
| Mar 2008 | $28.7M | $0 | $28.7M | 5 | -- |
| Jan 2008 | $28.7M | $0 | $28.7M | 5 | -- |
DateAug 2023
Total AUM$531.1M
Discretionary$531.1M
Non-Disc.$0
Employees7
Clients0
DateFeb 2023
Total AUM$531.1M
Discretionary$531.1M
Non-Disc.$0
Employees7
Clients0
DateMar 2022
Total AUM$507.2M
Discretionary$507.2M
Non-Disc.$0
Employees9
Clients0
DateJun 2021
Total AUM$407.7M
Discretionary$407.7M
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$407.7M
Discretionary$407.7M
Non-Disc.$0
Employees6
Clients0
DateJun 2020
Total AUM$362.6M
Discretionary$362.6M
Non-Disc.$0
Employees6
Clients1
DateJun 2020
Total AUM$362.6M
Discretionary$362.6M
Non-Disc.$0
Employees6
Clients1
DateMar 2020
Total AUM$362.6M
Discretionary$362.6M
Non-Disc.$0
Employees6
Clients1
DateMay 2019
Total AUM$311.5M
Discretionary$311.5M
Non-Disc.$0
Employees5
Clients0
DateApr 2019
Total AUM$311.5M
Discretionary$311.5M
Non-Disc.$0
Employees5
Clients0
DateFeb 2019
Total AUM$311.5M
Discretionary$311.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$283.5M
Discretionary$283.5M
Non-Disc.$0
Employees5
Clients0
DateFeb 2017
Total AUM$229.8M
Discretionary$229.8M
Non-Disc.$0
Employees4
Clients200
DateNov 2016
Total AUM$189M
Discretionary$189M
Non-Disc.$0
Employees4
Clients200
DateApr 2016
Total AUM$189M
Discretionary$189M
Non-Disc.$0
Employees4
Clients200
DateMar 2016
Total AUM$189M
Discretionary$189M
Non-Disc.$0
Employees3
Clients200
DateOct 2015
Total AUM$175.9M
Discretionary$175.9M
Non-Disc.$0
Employees4
Clients200
DateMar 2015
Total AUM$175.9M
Discretionary$175.9M
Non-Disc.$0
Employees4
Clients200
DateMar 2014
Total AUM$159.5M
Discretionary$159.5M
Non-Disc.$0
Employees3
Clients200
DateMar 2013
Total AUM$139.7M
Discretionary$0
Non-Disc.$139.7M
Employees3
Clients200
DateMay 2012
Total AUM$108.4M
Discretionary$0
Non-Disc.$108.4M
Employees1
Clients400
DateMar 2012
Total AUM$108.4M
Discretionary$0
Non-Disc.$108.4M
Employees1
Clients400
DateMar 2011
Total AUM$71.4M
Discretionary$0
Non-Disc.$71.4M
Employees5
Clients--
DateMar 2011
Total AUM$57.2M
Discretionary$0
Non-Disc.$57.2M
Employees5
Clients--
DateMar 2008
Total AUM$28.7M
Discretionary$0
Non-Disc.$28.7M
Employees5
Clients--
DateJan 2008
Total AUM$28.7M
Discretionary$0
Non-Disc.$28.7M
Employees5
Clients--