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- Custodian
- Charles Schwab & Company · Fifth Third Bank · Prudential
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-17-2011
- Office Locations
- 1
Office Locations
About Steward Advisors, LLC
Steward Advisors, LLC is a Chicago-based RIA that integrates comprehensive financial planning with disciplined investment management to build lifelong strategies aligned to families’ goals, needs, and lifestyle. Led by CFP professional Tim Obendorf and fellow principals with 30+ years’ financial services experience, the firm emphasizes ongoing, trust-based guidance and uses Charles Schwab as a key custodian.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
Dale Robert Branda
Chief Compliance Officer, Chief Operating Officer
- CRD
- #6637454
- Ownership
- 25% but less than 50%
MICHAEL HUCK KWON
Principal, WEALTH MANAGER
- CRD
- #1363301
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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Nicholas Joseph Lovitsch
Director
- CRD
- #7796472
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $145,132,380 | $446,561 |
| Non-Discretionary | $15,604,799 | $538,097 |
| Total | $160,737,179 | $454,060 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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