Stewardship Advisory Group, Llc
- Regulatory AUM
- $322M
- Discretionary
- $322M
- Clients
- 536
- Avg AUM / client
- $601K
- Accounts
- 536
- Employees
- 17
AUM over time
Annual snapshots from Form ADV filings · as of Jul 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 398 | $77.4M | 24.0% |
| High net worth individuals | 132 | $232M | 72.0% |
| Charitable organizations | 3 | $9.5M | 2.94% |
| Corporations and other businesses | 3 | $3.4M | 1.05% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jeffrey Paul Rogers | Managing Member, Chairman Of The Board, President, Chief Executive Officer, Chief Compliance Officer | Nov 2012 (14y) | 75% or more | |
| Joseph Charles Morson | Registered representative | CFP | Dec 2018 (8y) | |
| Nicholas Alexander Ellison | Registered representative | CFP | Jul 2019 (7y) | |
| Joseph William Veasey | Registered representative | CFP | Sep 2022 (4y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/01/2026 | 1020 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Axos Clearing $299M (93% of AUM) Jul 2026
- Charles Schwab & Co. $139M (43% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 01, 2026.
View current Form ADV (SEC/IAPD) ↗