Steward Advisors Group, LLC

$105.4MAssets under management
as of Mar 2026 · SEC Form ADV
Halfmoon, NY
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Tech stack

No one at Steward Advisors Group, LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Pershing
Per Form ADV · $23M held · filed Nov 2024
Impact Foundation
Per Form ADV · $8M held · filed Nov 2024
Equity Trust Company
Per Form ADV · $4M held · filed Nov 2024