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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 3, 2023
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| D. STIEFEL INC. | DE | OWNER | NA | Control |
| HAWKINS FINANCIAL GROUP, INC. | DE | OWNER | NA | Control |
| HAWKINS, VINCENT, EDWARD | I | MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| HAWKINS, VINCENT, EDWARD | I | MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| HAWKINS, VINCENT, EDWARD | I | MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| HAWKINS, VINCENT, EDWARD | I | MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| HAWKINS, VINCENT, EDWARD | I | MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| HAWKINS, VINCENT, EDWARD | I | MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| HAWKINS, VINCENT, EDWARD | I | MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| HAWKINS, VINCENT, EDWARD | I | MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| HAWKINS, VINCENT, EDWARD | I | MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| HAWKINS, VINCENT, EDWARD | I | MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| HAWKINS, VINCENT, EDWARD | I | MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| HAWKINS, VINCENT, EDWARD | I | MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| HAWKINS, VINCENT, EDWARD | I | MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| HAWKINS, VINCENT, EDWARD | I | MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| HAWKINS, VINCENT, EDWARD | I | MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| HAWKINS, VINCENT, EDWARD | I | MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| MCINTOSH, JOSEPH, DOYLE | I | PARTNER AND INVESTMENT ADVISOR | NA | |
| STIEFEL, DUSTIN, CANE | I | MEMBER | NA | Control |
| STIEFEL, DUSTIN, CANE | I | MEMBER | NA | Control |
| STIEFEL, DUSTIN, CANE | I | MEMBER | NA | Control |
| STIEFEL, DUSTIN, CANE | I | MEMBER | NA | Control |
| STIEFEL, DUSTIN, CANE | I | MEMBER | NA | Control |
| STIEFEL, DUSTIN, CANE | I | MEMBER | NA | Control |
| STIEFEL, DUSTIN, CANE | I | MEMBER | NA | Control |
| STIEFEL, DUSTIN, CANE | I | MEMBER | NA | Control |
| STIEFEL, DUSTIN, CANE | I | MEMBER | NA | Control |
| STIEFEL, DUSTIN, CANE | I | MEMBER | NA | Control |
| STIEFEL, DUSTIN, CANE | I | MEMBER | NA | Control |
| STIEFEL, DUSTIN, CANE | I | MEMBER | NA | Control |
| STIEFEL, DUSTIN, CANE | I | MEMBER | NA | Control |
| STIEFEL, DUSTIN, CANE | I | MEMBER | NA | Control |
| STIEFEL, DUSTIN, CANE | I | MEMBER | NA | Control |
| STIEFEL, DUSTIN, CANE | I | MEMBER | NA | Control |
| MERCER GLOBAL ADVISORS INC. | DE | PARENT COMPANY | E | Control |
| D. STIEFEL INC. | DE | OWNER | D | Control |
| D. STIEFEL INC. | DE | OWNER | D | Control |
| D. STIEFEL INC. | DE | OWNER | D | Control |
| D. STIEFEL INC. | DE | OWNER | D | Control |
| D. STIEFEL INC. | DE | OWNER | D | Control |
| D. STIEFEL INC. | DE | OWNER | D | Control |
| D. STIEFEL INC. | DE | OWNER | D | Control |
| D. STIEFEL INC. | DE | OWNER | D | Control |
| D. STIEFEL INC. | DE | OWNER | D | Control |
| D. STIEFEL INC. | DE | OWNER | D | Control |
| D. STIEFEL INC. | DE | OWNER | D | Control |
| D. STIEFEL INC. | DE | OWNER | D | Control |
| D. STIEFEL INC. | DE | OWNER | D | Control |
| D. STIEFEL INC. | DE | OWNER | D | Control |
| D. STIEFEL INC. | DE | OWNER | D | Control |
| HAWKINS FINANCIAL GROUP INC. | DE | OWNER | D | Control |
| HAWKINS FINANCIAL GROUP INC. | DE | OWNER | D | Control |
| HAWKINS FINANCIAL GROUP INC. | DE | OWNER | D | Control |
| HAWKINS FINANCIAL GROUP, INC. | DE | OWNER | D | Control |
| HAWKINS FINANCIAL GROUP, INC. | DE | OWNER | D | Control |
| HAWKINS FINANCIAL GROUP, INC. | DE | OWNER | D | Control |
| HAWKINS FINANCIAL GROUP, INC. | DE | OWNER | D | Control |
| HAWKINS FINANCIAL GROUP, INC. | DE | OWNER | D | Control |
| HAWKINS FINANCIAL GROUP, INC. | DE | OWNER | D | Control |
| HAWKINS FINANCIAL GROUP, INC. | DE | OWNER | D | Control |
| HAWKINS FINANCIAL GROUP, INC. | DE | OWNER | D | Control |
| HAWKINS FINANCIAL GROUP, INC. | DE | OWNER | D | Control |
| HAWKINS FINANCIAL GROUP, INC. | DE | OWNER | D | Control |
| HAWKINS FINANCIAL GROUP, INC. | DE | OWNER | D | Control |
| HAWKINS FINANCIAL GROUP, INC. | DE | OWNER | D | Control |
| HAWKINS, VINCENT, EDWARD | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| HAWKINS, VINCENT, EDWARD | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| HAWKINS, VINCENT, EDWARD | I | OWNER/CHIEF COMPLIANCE OFFICER | D | Control |
| HAWKINS, VINCENT, EDWARD | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| HAWKINS, VINCENT, EDWARD | I | OWNER/CHIEF COMPLIANCE OFFICER | D | Control |
| HAWKINS, VINCENT, EDWARD | I | OWNER/CHIEF COMPLIANCE OFFICER | D | Control |
| HAWKINS, VINCENT, EDWARD | I | OWNER/CHIEF COMPLIANCE OFFICER | D | Control |
| HAWKINS, VINCENT, EDWARD | I | OWNER/CHIEF COMPLIANCE OFFICER | D | Control |
| HAWKINS, VINCENT, EDWARD | I | OWNER/CHIEF COMPLIANCE OFFICER | D | Control |
| HAWKINS, VINCENT, EDWARD | I | OWNER/CHIEF COMPLIANCE OFFICER | D | Control |
| STIEFEL, DUSTIN, CANE | I | MEMBER | D | Control |
| STIEFEL, DUSTIN, CANE | I | MEMBER | D | Control |
| STIEFEL, DUSTIN, CANE | I | OWNER | D | Control |
| STIEFEL, DUSTIN, CANE | I | MEMBER | D | Control |
| STIEFEL, DUSTIN, CANE | I | OWNER | D | Control |
| STIEFEL, DUSTIN, CANE | I | OWNER | D | Control |
| STIEFEL, DUSTIN, CANE | I | OWNER | D | Control |
| STIEFEL, DUSTIN, CANE | I | OWNER | D | Control |
| STIEFEL, DUSTIN, CANE | I | OWNER | D | Control |
| STIEFEL, DUSTIN, CANE | I | OWNER | D | Control |
| MCINTOSH, JOSEPH, DOYLE | I | PARTNER AND INVESTMENT ADVISOR | A | |
| MCINTOSH, JOSEPH, DOYLE | I | PARTNER AND INVESTMENT ADVISOR | A | |
| MCINTOSH, JOSEPH, DOYLE | I | PARTNER AND INVESTMENT ADVISOR | A | |
| MCINTOSH, JOSEPH, DOYLE | I | PARTNER AND INVESTMENT ADVISOR | A | |
| MCINTOSH, JOSEPH, DOYLE | I | PARTNER AND INVESTMENT ADVISOR | A | |
| MCINTOSH, JOSEPH, DOYLE | I | PARTNER AND INVESTMENT ADVISOR | A | |
| MCINTOSH, JOSEPH, DOYLE | I | PARTNER AND INVESTMENT ADVISOR | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| HAWKINS, KIMBERLY | I | HAWKINS FINANCIAL GROUP, INC. | C | |
| HAWKINS, KIMBERLY | I | HAWKINS FINANCIAL GROUP, INC. | C | |
| HAWKINS, KIMBERLY | I | HAWKINS FINANCIAL GROUP, INC. | C | |
| HAWKINS, KIMBERLY | I | HAWKINS FINANCIAL GROUP, INC. | C | |
| HAWKINS, KIMBERLY | I | HAWKINS FINANCIAL GROUP, INC. | C | |
| HAWKINS, KIMBERLY | I | HAWKINS FINANCIAL GROUP, INC. | C | |
| HAWKINS, KIMBERLY | I | HAWKINS FINANCIAL GROUP, INC. | C | |
| HAWKINS, KIMBERLY | I | HAWKINS FINANCIAL GROUP, INC. | C | |
| HAWKINS, KIMBERLY | I | HAWKINS FINANCIAL GROUP, INC. | C | |
| HAWKINS, KIMBERLY | I | HAWKINS FINANCIAL GROUP, INC. | C | |
| HAWKINS, KIMBERLY | I | HAWKINS FINANCIAL GROUP, INC. | C | |
| HAWKINS, KIMBERLY | I | HAWKINS FINANCIAL GROUP, INC. | C | |
| HAWKINS, KIMBERLY | I | HAWKINS FINANCIAL GROUP, INC. | C | |
| HAWKINS, KIMBERLY | I | HAWKINS FINANCIAL GROUP, INC. | C | |
| HAWKINS, KIMBERLY | I | HAWKINS FINANCIAL GROUP, INC. | C | |
| HAWKINS, KIMBERLY | I | HAWKINS FINANCIAL GROUP, INC. | C | |
| HAWKINS, VINCENT, EDWARD | I | HAWKINS FINANCIAL GROUP INC., | C | Control |
| HAWKINS, VINCENT, EDWARD | I | HAWKINS FINANCIAL GROUP INC., | C | Control |
| HAWKINS, VINCENT, EDWARD | I | HAWKINS FINANCIAL GROUP INC., | C | Control |
| HAWKINS, VINCENT, EDWARD | I | HAWKINS FINANCIAL GROUP, INC. | C | Control |
| HAWKINS, VINCENT, EDWARD | I | HAWKINS FINANCIAL GROUP, INC. | C | Control |
| HAWKINS, VINCENT, EDWARD | I | HAWKINS FINANCIAL GROUP, INC. | C | Control |
| HAWKINS, VINCENT, EDWARD | I | HAWKINS FINANCIAL GROUP, INC. | C | Control |
| HAWKINS, VINCENT, EDWARD | I | HAWKINS FINANCIAL GROUP, INC. | C | Control |
| HAWKINS, VINCENT, EDWARD | I | HAWKINS FINANCIAL GROUP, INC. | C | Control |
| HAWKINS, VINCENT, EDWARD | I | HAWKINS FINANCIAL GROUP, INC. | C | Control |
| HAWKINS, VINCENT, EDWARD | I | HAWKINS FINANCIAL GROUP, INC. | C | Control |
| HAWKINS, VINCENT, EDWARD | I | HAWKINS FINANCIAL GROUP, INC. | C | Control |
| HAWKINS, VINCENT, EDWARD | I | HAWKINS FINANCIAL GROUP, INC. | C | Control |
| HAWKINS, VINCENT, EDWARD | I | HAWKINS FINANCIAL GROUP, INC. | C | Control |
| HAWKINS, VINCENT, EDWARD | I | HAWKINS FINANCIAL GROUP, INC. | C | Control |
| HAWKINS, VINCENT, EDWARD | I | HAWKINS FINANCIAL GROUP, INC. | C | Control |
| STIEFEL, DUSTIN, CANE | I | D. STIEFEL INC. | C | Control |
| STIEFEL, DUSTIN, CANE | I | D. STIEFEL INC. | C | Control |
| STIEFEL, DUSTIN, CANE | I | D. STIEFEL INC. | C | Control |
| STIEFEL, DUSTIN, CANE | I | D. STIEFEL INC | C | Control |
| STIEFEL, DUSTIN, CANE | I | D. STIEFEL INC | C | Control |
| STIEFEL, DUSTIN, CANE | I | D. STIEFEL INC | C | Control |
| STIEFEL, DUSTIN, CANE | I | D. STIEFEL INC | C | Control |
| STIEFEL, DUSTIN, CANE | I | D. STIEFEL INC | C | Control |
| STIEFEL, DUSTIN, CANE | I | D. STIEFEL INC | C | Control |
| STIEFEL, DUSTIN, CANE | I | D. STIEFEL INC | C | Control |
| STIEFEL, DUSTIN, CANE | I | D. STIEFEL INC | C | Control |
| STIEFEL, DUSTIN, CANE | I | D. STIEFEL INC | C | Control |
| STIEFEL, DUSTIN, CANE | I | D. STIEFEL INC | C | Control |
| STIEFEL, DUSTIN, CANE | I | D. STIEFEL INC | C | Control |
| STIEFEL, DUSTIN, CANE | I | D. STIEFEL INC | C | Control |
| STIEFEL, DUSTIN, CANE | I | HAWKINS FINANCIAL GROUP, INC. | C | Control |
| STIEFEL, WENDY, JO | I | D. STIEFEL INC. | C | |
| STIEFEL, WENDY, JO | I | D. STIEFEL INC. | C | |
| STIEFEL, WENDY, JO | I | D. STIEFEL INC. | C | |
| STIEFEL, WENDY, JO | I | D. STIEFEL INC | C | |
| STIEFEL, WENDY, JO | I | D. STIEFEL INC | C | |
| STIEFEL, WENDY, JO | I | D. STIEFEL INC | C | |
| STIEFEL, WENDY, JO | I | D. STIEFEL INC | C | |
| STIEFEL, WENDY, JO | I | D. STIEFEL INC | C | |
| STIEFEL, WENDY, JO | I | D. STIEFEL INC | C | |
| STIEFEL, WENDY, JO | I | D. STIEFEL INC | C | |
| STIEFEL, WENDY, JO | I | D. STIEFEL INC | C | |
| STIEFEL, WENDY, JO | I | D. STIEFEL INC | C | |
| STIEFEL, WENDY, JO | I | D. STIEFEL INC | C | |
| STIEFEL, WENDY, JO | I | D. STIEFEL INC | C | |
| STIEFEL, WENDY, JO | I | D. STIEFEL INC | C | |
| STIEFEL, WENDY, JO | I | HAWKINS FINANCIAL GROUP, INC. | C |
Registrations
Federal
IA
Aug 3, 2023 REGISTERED
Notice Filings (1)
TX
Address
26 MAIN STREEETCOLLEYVILLE, TX 76034
United States
Phone: 817-428-1145