Steward Advisors Group, Llc
- Regulatory AUM
- $105M
- Discretionary
- $105M
- Clients
- 109
- Avg AUM / client
- $967K
- Accounts
- 112
- Employees
- 11
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 84 | $24.7M | 23.4% |
| High net worth individuals | 25 | $60.6M | 57.5% |
| Charitable organizations | Fewer than 5 clients | $20.1M | 19.1% |
| Corporations and other businesses | Fewer than 5 clients | $2.9K | 0.0% |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Dallas, Roberta, S. | Shareholder | Apr 2022 (4y) | Less than 5% | |
| Donald Edward Simmons | Chief Executive Officer And Investment Advisor Representative | CFP | Apr 2022 (4y) | 75% or more |
| Jansen William Hein | Chief Compliance Officer And Chief Operating Officer | Dec 2022 (4y) | 5% – 10% | |
| Derek A. Kessen | Registered representative | Nov 2022 (4y) | ||
| Zachary John Holdsworth | Registered representative | Sep 2023 (3y) | ||
| Aaron Matthew Batkay | Registered representative | Mar 2024 (2y) | ||
| Joseph Russell Henderson | Registered representative | Apr 2024 (2y) | ||
| Benjamin J Simmons | Registered representative | Aug 2024 (2y) | ||
| Matthew T Stankus | Registered representative | Jun 2025 (1y) | ||
| Cole Christopher Fritz | Registered representative | Sep 2025 (1y) | ||
| Robert Anthony Duncan | Registered representative | CFP | Feb 2026 (1y) |
Undisclosed: 0% – 20% 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) | 03/25/2026 | 1.08 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
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
Custody
Reported custodians
- Charles Schwab & Co. $89.6M (85% of AUM) Mar 2026
- Pershing $12.2M (20% of AUM) Jan 2026
- Impact Foundation $7.3M (12% of AUM) Jan 2026
- Equity Trust Company $4.5M (13% of AUM) Nov 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗