CRD: 165710
Stewardship Advisory Group, LLC
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- Custodian
- Axos ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-05-2013
- Office Locations
- 1
Office Locations
About Stewardship Advisory Group, LLC
Stewardship Advisory Group, LLC provides comprehensive wealth management and financial planning for individuals, families, and business owners, with a focus on retirement planning and long-term decision support. The firm emphasizes faith-aligned stewardship guided by biblical principles. Investment implementation primarily uses ETFs and other public funds within an asset-allocation and risk-management framework, with custody support that includes Charles Schwab.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JEFFREY PAUL ROGERS
Chairman Of The Board, Chief Compliance Officer, Chief Executive Officer, Managing Member, President
- CRD
- #2332472
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Nicholas Alexander Ellison
--
- CRD
- #6817985
JOSEPH CHARLES MORSON
Investment Advisory Representative
- CRD
- #4249722
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $321,909,000 | $600,576 |
| Non-Discretionary | $0 | -- |
| Total | $321,909,000 | $600,576 |
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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 |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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