STEWARD ADVISORS, LLC
CRD #156331 SEC #801-123655 CHICAGO, IL 630-537-0111
SEC Registered
Total AUM
$136.9M
Discretionary
$129.1M
Employees
4
Clients
101
Accounts
322
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $136.9M | $129.1M | $7.8M | 4 | 4 |
| Oct 2024 | $132.5M | $128.7M | $3.7M | 4 | 7 |
| Feb 2024 | $132.5M | $128.7M | $3.7M | 4 | 7 |
| May 2023 | $115M | $111.8M | $3.2M | 3 | 3 |
| Mar 2023 | $115M | $111.8M | $3.2M | 3 | 3 |
| Dec 2022 | $118.7M | $114.9M | $3.9M | 4 | 6 |
| Mar 2022 | $118.7M | $114.9M | $3.9M | 4 | 6 |
DateMar 2025
Total AUM$136.9M
Discretionary$129.1M
Non-Disc.$7.8M
Employees4
Clients4
DateOct 2024
Total AUM$132.5M
Discretionary$128.7M
Non-Disc.$3.7M
Employees4
Clients7
DateFeb 2024
Total AUM$132.5M
Discretionary$128.7M
Non-Disc.$3.7M
Employees4
Clients7
DateMay 2023
Total AUM$115M
Discretionary$111.8M
Non-Disc.$3.2M
Employees3
Clients3
DateMar 2023
Total AUM$115M
Discretionary$111.8M
Non-Disc.$3.2M
Employees3
Clients3
DateDec 2022
Total AUM$118.7M
Discretionary$114.9M
Non-Disc.$3.9M
Employees4
Clients6
DateMar 2022
Total AUM$118.7M
Discretionary$114.9M
Non-Disc.$3.9M
Employees4
Clients6