STEWARDSHIP ADVISORY GROUP, LLC
CRD #165710 SEC #801-77684 CLERMONT, FL 407-470-1405
SEC Registered Disclosures
Total AUM
$261M
Discretionary
$261M
Employees
187
Clients
26
Accounts
1,108
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $261M | $261M | $0 | 187 | 3 |
| Jun 2025 | $261M | $261M | $0 | 187 | 3 |
| Mar 2025 | $261M | $261M | $0 | 187 | 3 |
| Feb 2025 | $269.8M | $269.8M | $0 | 21 | 4 |
| Feb 2025 | $269.8M | $269.8M | $0 | 21 | 4 |
| Aug 2024 | $269.8M | $269.8M | $0 | 21 | 4 |
| Jun 2024 | $269.8M | $269.8M | $0 | 21 | 4 |
| Feb 2024 | $269.8M | $269.8M | $0 | 21 | 4 |
| Dec 2023 | $328.5M | $328.5M | $0 | 30 | 3 |
| Oct 2023 | $328.5M | $328.5M | $0 | 30 | 3 |
| Sep 2023 | $328.5M | $328.5M | $0 | 30 | 3 |
| Mar 2023 | $328.5M | $328.5M | $0 | 30 | 3 |
| Feb 2023 | $322.8M | $322.8M | $0 | 31 | 2 |
| Dec 2022 | $322.8M | $322.8M | $0 | 31 | 2 |
| Dec 2022 | $322.8M | $322.8M | $0 | 31 | 2 |
| Jun 2022 | $322.8M | $322.8M | $0 | 31 | 2 |
| Mar 2022 | $322.8M | $322.8M | $0 | 31 | 2 |
| Mar 2021 | $281M | $281M | $0 | 17 | 2 |
| Dec 2020 | $214.3M | $214.3M | $0 | 26 | 8 |
| Nov 2020 | $214.3M | $214.3M | $0 | 26 | 8 |
| Oct 2020 | $214.3M | $214.3M | $0 | 26 | 8 |
| Sep 2020 | $214.3M | $214.3M | $0 | 26 | 8 |
| Jun 2020 | $214.3M | $214.3M | $0 | 26 | 8 |
| Jun 2020 | $214.3M | $214.3M | $0 | 26 | 8 |
| Apr 2020 | $214.3M | $214.3M | $0 | 26 | 8 |
| Mar 2020 | $214.3M | $214.3M | $0 | 26 | 8 |
| Mar 2019 | $196.8M | $90.5M | $106.3M | 28 | 5 |
| Sep 2018 | $196M | $90M | $106M | 26 | 0 |
| Jul 2018 | $196M | $90M | $106M | 26 | 0 |
| May 2018 | $196M | $90M | $106M | 26 | 0 |
| Mar 2018 | $196M | $90M | $106M | 26 | 0 |
| Dec 2017 | $123M | $50.9M | $72.1M | 26 | 0 |
| Sep 2017 | $123M | $50.9M | $72.1M | 26 | 600 |
| Mar 2017 | $123M | $50.9M | $72.1M | 26 | 600 |
| Dec 2016 | $114.8M | $46.1M | $68.7M | 28 | 500 |
| Jun 2016 | $114.8M | $46.1M | $68.7M | 28 | 500 |
| Mar 2016 | $114.8M | $46.1M | $68.7M | 28 | 500 |
| Apr 2015 | $109.4M | $42.2M | $67.2M | 26 | 500 |
| Mar 2015 | $109.4M | $42.2M | $67.2M | 26 | 500 |
| Dec 2014 | $85M | $81M | $4M | 24 | 300 |
| Nov 2014 | $85M | $81M | $4M | 24 | 300 |
| Jun 2014 | $85M | $81M | $4M | 24 | 300 |
| Jun 2014 | $85M | $81M | $4M | 24 | 300 |
| Mar 2014 | $85M | $81M | $4M | 24 | 300 |
| Mar 2014 | $0 | $0 | $0 | 19 | 0 |
| Feb 2014 | $0 | $0 | $0 | 19 | 0 |
| Oct 2013 | $0 | $0 | $0 | 19 | 0 |
| Oct 2013 | $0 | $0 | $0 | 19 | 0 |
| Aug 2013 | $0 | $0 | $0 | 19 | 0 |
| Aug 2013 | $0 | $0 | $0 | 19 | 0 |
| Jul 2013 | $0 | $0 | $0 | 19 | 0 |
| May 2013 | $0 | $0 | $0 | 19 | 0 |
| Apr 2013 | $0 | $0 | $0 | 19 | 0 |
| Apr 2013 | $0 | $0 | $0 | 19 | 0 |
| Mar 2013 | $0 | $0 | $0 | 19 | 0 |
| Feb 2013 | $0 | $0 | $0 | 19 | 0 |
DateDec 2025
Total AUM$261M
Discretionary$261M
Non-Disc.$0
Employees187
Clients3
DateJun 2025
Total AUM$261M
Discretionary$261M
Non-Disc.$0
Employees187
Clients3
DateMar 2025
Total AUM$261M
Discretionary$261M
Non-Disc.$0
Employees187
Clients3
DateFeb 2025
Total AUM$269.8M
Discretionary$269.8M
Non-Disc.$0
Employees21
Clients4
DateFeb 2025
Total AUM$269.8M
Discretionary$269.8M
Non-Disc.$0
Employees21
Clients4
DateAug 2024
Total AUM$269.8M
Discretionary$269.8M
Non-Disc.$0
Employees21
Clients4
DateJun 2024
Total AUM$269.8M
Discretionary$269.8M
Non-Disc.$0
Employees21
Clients4
DateFeb 2024
Total AUM$269.8M
Discretionary$269.8M
Non-Disc.$0
Employees21
Clients4
DateDec 2023
Total AUM$328.5M
Discretionary$328.5M
Non-Disc.$0
Employees30
Clients3
DateOct 2023
Total AUM$328.5M
Discretionary$328.5M
Non-Disc.$0
Employees30
Clients3
DateSep 2023
Total AUM$328.5M
Discretionary$328.5M
Non-Disc.$0
Employees30
Clients3
DateMar 2023
Total AUM$328.5M
Discretionary$328.5M
Non-Disc.$0
Employees30
Clients3
DateFeb 2023
Total AUM$322.8M
Discretionary$322.8M
Non-Disc.$0
Employees31
Clients2
DateDec 2022
Total AUM$322.8M
Discretionary$322.8M
Non-Disc.$0
Employees31
Clients2
DateDec 2022
Total AUM$322.8M
Discretionary$322.8M
Non-Disc.$0
Employees31
Clients2
DateJun 2022
Total AUM$322.8M
Discretionary$322.8M
Non-Disc.$0
Employees31
Clients2
DateMar 2022
Total AUM$322.8M
Discretionary$322.8M
Non-Disc.$0
Employees31
Clients2
DateMar 2021
Total AUM$281M
Discretionary$281M
Non-Disc.$0
Employees17
Clients2
DateDec 2020
Total AUM$214.3M
Discretionary$214.3M
Non-Disc.$0
Employees26
Clients8
DateNov 2020
Total AUM$214.3M
Discretionary$214.3M
Non-Disc.$0
Employees26
Clients8
DateOct 2020
Total AUM$214.3M
Discretionary$214.3M
Non-Disc.$0
Employees26
Clients8
DateSep 2020
Total AUM$214.3M
Discretionary$214.3M
Non-Disc.$0
Employees26
Clients8
DateJun 2020
Total AUM$214.3M
Discretionary$214.3M
Non-Disc.$0
Employees26
Clients8
DateJun 2020
Total AUM$214.3M
Discretionary$214.3M
Non-Disc.$0
Employees26
Clients8
DateApr 2020
Total AUM$214.3M
Discretionary$214.3M
Non-Disc.$0
Employees26
Clients8
DateMar 2020
Total AUM$214.3M
Discretionary$214.3M
Non-Disc.$0
Employees26
Clients8
DateMar 2019
Total AUM$196.8M
Discretionary$90.5M
Non-Disc.$106.3M
Employees28
Clients5
DateSep 2018
Total AUM$196M
Discretionary$90M
Non-Disc.$106M
Employees26
Clients0
DateJul 2018
Total AUM$196M
Discretionary$90M
Non-Disc.$106M
Employees26
Clients0
DateMay 2018
Total AUM$196M
Discretionary$90M
Non-Disc.$106M
Employees26
Clients0
DateMar 2018
Total AUM$196M
Discretionary$90M
Non-Disc.$106M
Employees26
Clients0
DateDec 2017
Total AUM$123M
Discretionary$50.9M
Non-Disc.$72.1M
Employees26
Clients0
DateSep 2017
Total AUM$123M
Discretionary$50.9M
Non-Disc.$72.1M
Employees26
Clients600
DateMar 2017
Total AUM$123M
Discretionary$50.9M
Non-Disc.$72.1M
Employees26
Clients600
DateDec 2016
Total AUM$114.8M
Discretionary$46.1M
Non-Disc.$68.7M
Employees28
Clients500
DateJun 2016
Total AUM$114.8M
Discretionary$46.1M
Non-Disc.$68.7M
Employees28
Clients500
DateMar 2016
Total AUM$114.8M
Discretionary$46.1M
Non-Disc.$68.7M
Employees28
Clients500
DateApr 2015
Total AUM$109.4M
Discretionary$42.2M
Non-Disc.$67.2M
Employees26
Clients500
DateMar 2015
Total AUM$109.4M
Discretionary$42.2M
Non-Disc.$67.2M
Employees26
Clients500
DateDec 2014
Total AUM$85M
Discretionary$81M
Non-Disc.$4M
Employees24
Clients300
DateNov 2014
Total AUM$85M
Discretionary$81M
Non-Disc.$4M
Employees24
Clients300
DateJun 2014
Total AUM$85M
Discretionary$81M
Non-Disc.$4M
Employees24
Clients300
DateJun 2014
Total AUM$85M
Discretionary$81M
Non-Disc.$4M
Employees24
Clients300
DateMar 2014
Total AUM$85M
Discretionary$81M
Non-Disc.$4M
Employees24
Clients300
DateMar 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees19
Clients0
DateFeb 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees19
Clients0
DateOct 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees19
Clients0
DateOct 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees19
Clients0
DateAug 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees19
Clients0
DateAug 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees19
Clients0
DateJul 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees19
Clients0
DateMay 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees19
Clients0
DateApr 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees19
Clients0
DateApr 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees19
Clients0
DateMar 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees19
Clients0
DateFeb 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees19
Clients0