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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Illinois
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 7, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Branda, Dale, Robert | I | MEMBER & CHIEF OPERATING OFFICER | C | Control |
| Branda, Dale, Robert | I | MEMBER & CHIEF OPERATING OFFICER | C | Control |
| Branda, Dale, Robert | I | MEMBER & CHIEF OPERATING OFFICER | C | Control |
| Branda, Dale, Robert | I | MEMBER & CHIEF OPERATING OFFICER | C | Control |
| Branda, Dale, Robert | I | MEMBER & CHIEF OPERATING OFFICER | C | Control |
| Branda, Dale, Robert | I | MEMBER & CHIEF OPERATING OFFICER | C | Control |
| Branda, Dale, Robert | I | MEMBER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | C | Control |
| KWON, MICHAEL, HUCK | I | MEMBER, PRINCIPAL & WEALTH MANAGER | C | Control |
| KWON, MICHAEL, HUCK | I | MEMBER, PRINCIPAL & WEALTH MANAGER | C | Control |
| KWON, MICHAEL, HUCK | I | MEMBER, PRINCIPAL & WEALTH MANAGER | C | Control |
| KWON, MICHAEL, HUCK | I | MEMBER, PRINCIPAL & WEALTH MANAGER | C | Control |
| KWON, MICHAEL, HUCK | I | MEMBER, PRINCIPAL & WEALTH MANAGER | C | Control |
| KWON, MICHAEL, HUCK | I | MEMBER, PRINCIPAL & WEALTH MANAGER | C | Control |
| KWON, MICHAEL, HUCK | I | MEMBER, PRINCIPAL & WEALTH MANAGER | C | Control |
| OBENDORF, TIMOTHY, JAMES | I | MEMBER, PRINCIPAL & WEALTH MANAGER, & CHIEF COMPLIANCE OFFICER | C | Control |
| OBENDORF, TIMOTHY, JAMES | I | MEMBER, PRINCIPAL & WEALTH MANAGER, & CHIEF COMPLIANCE OFFICER | C | Control |
| OBENDORF, TIMOTHY, JAMES | I | MEMBER, PRINCIPAL & WEALTH MANAGER, & CHIEF COMPLIANCE OFFICER | C | Control |
| OBENDORF, TIMOTHY, JAMES | I | MEMBER, PRINCIPAL & WEALTH MANAGER, & CHIEF COMPLIANCE OFFICER | C | Control |
| OBENDORF, TIMOTHY, JAMES | I | MEMBER, PRINCIPAL & WEALTH MANAGER, & CHIEF COMPLIANCE OFFICER | C | Control |
| OBENDORF, TIMOTHY, JAMES | I | MEMBER, PRINCIPAL & WEALTH MANAGER, & CHIEF COMPLIANCE OFFICER | C | Control |
| OBENDORF, TIMOTHY, JAMES | I | MEMBER, PRINCIPAL & WEALTH MANAGER | C | Control |
Registrations
Federal
IA
Mar 7, 2025 REGISTERED
Notice Filings (2)
FL IL
Address
625 WEST ADAMS STREETFLOOR 19
CHICAGO, IL 60661
United States
Phone: 630-537-0111