Steward Advisors Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers. Financial planning was provided to 1–10 clients last fiscal year.
Steward Advisors Group reports 109 clients. They include 84 individual clients and 25 high-net-worth individuals. Of its assets, 100.0% ($105M across 112 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 77% | 23% |
| High-net-worth individuals | 23% | 58% |
| Charitable organizations | Fewer than 5 | 19% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 84 | $24.7M | 23.4% | $294K |
| High-net-worth individuals | 25 | $60.6M | 57.5% | $2.42M |
| Charitable organizations | Fewer than 5 | $20.1M | 19.1% | — |
| Corporations and other businesses | Fewer than 5 | $2.91K | 0.0% | — |
| Total | 109 | $105M | 100% | — |
- Clients
- 84
- Regulatory AUM
- $24.7M
- AUM share
- 23.4%
- Avg. per client
- $294K
- Clients
- 25
- Regulatory AUM
- $60.6M
- AUM share
- 57.5%
- Avg. per client
- $2.42M
- Clients
- Fewer than 5
- Regulatory AUM
- $20.1M
- AUM share
- 19.1%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $2.91K
- AUM share
- 0.0%
- Avg. per client
- —
Total
- Clients
- 109
- Regulatory AUM
- $105M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Steward Advisors Group charges 0.95%–1.65% a year for its Investment Advisory Services. The fee is billed in arrears, is negotiable and requires an account of at least $25,000. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Hourly fee typically $250 to $800 per hour, or a flat fee of $1,500 to $7,500 depending on complexity; half is payable on signing, with no more than $1,500 collected more than 6 months in advance.
Donald Simmons owns 50% to 75% of Steward Advisors Group. Donald Simmons is CEO; the leadership team includes Chief Operating Officer Jansen Hein. It has 11 employees, 8 of them in advisory roles.
Leadership
- Donald SimmonsChief Executive Officer and Investment Advisor Representative
- Jansen HeinChief Compliance Officer and Chief Operating Officer
- Roberta DallasShareholder
Investment adviser representatives
9 representatives listed in the SEC register as of 9 October 2026.
- Aaron Matthew Batkay
- Robert Anthony Duncan
- Jansen William Hein
- Zachary John Holdsworth
- Benjamin J Simmons
- Donald Edward Simmons
- Matthew T Stankus
Staff
- 11 employees
- 8 in advisory functions
- 8 state-registered reps
- 1 broker-dealer rep
- 3 insurance agents
- Owns 50% to 75% of Steward Advisors Group, LLC
Donald Simmons
Control person · since April 2022
- Owns 25% to 50% of Steward Advisors Group, LLC
Jansen Hein
Control person · since December 2022
Steward Advisors Group’s regulatory assets grew Infinity× from $0 (June 2022) to $105M (March 2026); employees rose from 6 to 11.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $105M | 109 | 11 | 6 |
| Mar 2025March 2025 | $61.4M | 84 | 9 | 6 |
| May 2024May 2024 | $35.5M | 40 | 9 | 7 |
| May 2023May 2023 | $31.7M | 30 | 3 | 2 |
| Jun 2022June 2022 | $0 | 0 | 6 | 6 |
Besides its headquarters, Steward Advisors Group has 5 offices (5 private residences, listed without an address), with 1 listed address in 1 state.
New York · 1 listed address
- 139 Meyer Road, Suite 201, HalfmoonHQ
Contact and registration details
- Legal name
- Steward Advisors Group, LLC
- Headquarters
- 139 Meyer Road, Suite 201, Halfmoon, NY 12065
- Website
- stewardadvisorsgroup.com
- Phone
- 518-406-5624
- @steward-advisors-group
- SEC file
- 801-125950
- Structure
- Delaware LLC
- Fiscal year end
- December
Steward Advisors Group’s named custodian for separately managed accounts is Charles Schwab ($89.6M). Steward Advisors Group has custody of $5.38M for 22 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $89.6M100%
At year end, Steward Advisors Group’s separately managed accounts were largely in stocks (41%) and funds (37%).
What the accounts hold
- Stocks41%
- Funds37%
- Cash13%
- Other9%
- Alternative investments9%
How many clients does Steward Advisors Group have?
Steward Advisors Group has 109 clients and manages $105 million for them, as of March 2026. They include 84 individual clients and 25 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 March 2026
What services does Steward Advisors Group offer?
Steward Advisors Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Steward Advisors Group charge?
Steward Advisors Group charges 0.95%–1.65% a year for its Investment Advisory Services. The fee is billed in arrears, is negotiable and requires an account of at least $25,000.
Source: STEWARD ADVISORS GROUP BROCHURE, filed 25 March 2026
Which custodians does Steward Advisors Group use?
Steward Advisors Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $89.6M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 March 2026
How many financial advisors does Steward Advisors Group have?
Steward Advisors Group has 8 investment adviser representatives registered with state securities authorities, out of 11 employees, and 8 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Steward Advisors Group invest in?
At the end of its last fiscal year, Steward Advisors Group’s separately managed accounts held 41% exchange-traded equities, 37% pooled vehicles (private funds and similar), 13% cash and equivalents and 9% other. The 9% other category is described as: Alternative Investments.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Steward Advisors Group have a minimum investment?
Yes, Steward Advisors Group’s minimum account size for its Investment Advisory Services is $25K.
Source: STEWARD ADVISORS GROUP BROCHURE, filed 25 March 2026
Who owns Steward Advisors Group?
Steward Advisors Group’s direct owners are Donald Simmons (50% to 75%) and Jansen Hein (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 25 March 2026
How does Steward Advisors Group get paid?
Steward Advisors Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Steward Advisors Group?
Steward Advisors Group’s main office is at 139 Meyer Road, Suite 201, Halfmoon, NY 12065. Its phone number is 518-406-5624. Its website is stewardadvisorsgroup.com.