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- Custodian
- Capital Group · Charles Schwab & Company · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-01-2022
- Office Locations
- 5
Office Locations
About Steward Advisors Group, LLC
Steward Advisors Group is an RIA focused on Christian investors, providing holistic planning and integrated portfolio management across accounts like IRAs and 529s. The firm differentiates with Proactive Values Investing—deploying capital toward missional “great commission” and other redemptive businesses, beyond traditional biblically responsible screens. Prospects can receive five complimentary BRI screenings of stocks and mutual funds via its ChristianInvestingTool referral.
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Owner & Executives
DONALD EDWARD SIMMONS
Chief Executive Officer, EXECUTIVE DIRECTOR, FOUNDER, INVESTMENT ADVISOR REPRESENTATIVE, PRINCIPAL
- CRD
- #1836646
- Ownership
- 50% but less than 75%
JANSEN WILLIAM HEIN
Chief Compliance Officer, CHIEF OPERATING OFFICER
- CRD
- #6161483
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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AARON MATTHEW BATKAY
Associate Advisor
- CRD
- #7754229
ROBERT ANTHONY DUNCAN
President
- CRD
- #3031586
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $105,372,244 | $940,824 |
| Non-Discretionary | $0 | -- |
| Total | $105,372,244 | $940,824 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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