Stewardwell Llc
SEC-registered
Investment Adviser · Boutique (under $100M)
CRD 342950
· SEC file 801-136602
· Franklin, TN
· stewardwellwp.com
☆ Save with Pro
ADV data as of Jul 09, 2026
- Regulatory AUM
- $0
- Discretionary
- $0
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 0
- Employees
- 19
AUM over time
$0
$0
May 2026
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 09, 2026
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: Jul 09, 2026.
View current Form ADV (SEC/IAPD) ↗