Stewardwell Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 342950
· SEC file 801-136602
· Franklin, TN
· www.growwithtfg.com
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ADV data as of Oct 29, 2026
- Regulatory AUM
- $442M
- Discretionary
- $442M
- Clients
- 2,157
- Avg AUM / client
- $205K
- Accounts
- 4,665
- Employees
- 20
AUM over time
$0
$442M
May 29, 2026
Oct 29, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Oct 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 2,067 | $248M | 56.2% |
| High net worth individuals | 90 | $194M | 43.8% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brian N. Hamel | Registered representative | Jul 2026 (0y) | ||
| Bryan S Thompson | Registered representative | Jul 2026 (0y) | ||
| Jacob Robert Mc Nally | Registered representative | Jul 2026 (0y) | ||
| Landon Knight Thompson | Registered representative | Jul 2026 (0y) | ||
| Michael C Marquis | Registered representative | Jul 2026 (0y) |
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) | 07/09/2026 | 934 KB | 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Oct 29, 2026.
View current Form ADV (SEC/IAPD) ↗