Insights

Financial Advisory Niche Stewardship Advisory Group operates as an SEC Registered Investment Advisor delivering financial planning and investment advisory services with a faith-based mission, presenting a clear opportunity to align product offerings with faith-based financial services and legacy planning needs.

Growth Potential With 11-50 employees and annual revenue in the 10-25 million range, there is a scalable client base and potential for expanding digital marketing, client onboarding automation, and back-office support to drive efficiency and capacity for more high-net-worth engagements.

Technology Stack Current tech includes iCIMS, WordPress, Office 365, Datadog, and SEO tools, suggesting opportunities to upsell enterprise-grade marketing automation, client portal solutions, data analytics, and cybersecurity services tailored to regulated financial services firms.

Competitive Positioning As a smaller firm with a long-standing track record, there is a need to reinforce differentiators such as fiduciary transparency, legacy coaching through a sister entity, and Christian stewardship values to attract faith-aligned clients and partnerships.

Growth Partnerships Recent structure with Stewardship Legacy Coaching and affiliated securities through a partner network indicates openness to collaboration; prospect for strategic alliances, technology integration, and co-branded advisory services to scale client acquisition and cross-sell opportunities.

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Stewardship Advisory Group, LLC Tech Stack

Stewardship Advisory Group, LLC uses 8 technology products and services including iCIMS, Open Graph, WordPress, and more. Explore Stewardship Advisory Group, LLC's tech stack below.

iCIMS
Applicant Tracking Systems
Open Graph
Content Management System
WordPress
Content Management System
Really Simple Discovery
Miscellaneous
Office 365
Office Suites
Datadog
Real User Monitoring
Yoast SEO
Search Engines
Piwik PRO Core
Web Analytics

Stewardship Advisory Group, LLC's Email Address Formats

Stewardship Advisory Group, LLC uses at least 3 email formats:

Stewardship Advisory Group, LLC Email Formats	Example	Percentage
First@stewardshipadvisory.com	John@stewardshipadvisory.com	88%
Last@stewardshipadvisory.com	Doe@stewardshipadvisory.com	8%
First_L@stewardshipadvisory.com	John_D@stewardshipadvisory.com	4%

Frequently Asked Questions

What is Stewardship Advisory Group, LLC's phone number?

You can contact Stewardship Advisory Group, LLC's main corporate office by phone at

+1-407-470-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Stewardship Advisory Group, LLC's official website and social media links?

Stewardship Advisory Group, LLC's official website is stewardshipadvisory.com and has social profiles on LinkedIn.

How much revenue does Stewardship Advisory Group, LLC generate?

As of September 2026, Stewardship Advisory Group, LLC's annual revenue is estimated to be $10M - $25M.

What is Stewardship Advisory Group, LLC's NAICS code?

Stewardship Advisory Group, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does Stewardship Advisory Group, LLC have currently?

As of September 2026, Stewardship Advisory Group, LLC has approximately 18 employees across 2 continents, including North America and Oceania. Key team members include Founder & Chief Executive Officer: M. S., Co-Founder And Chief Stewardship Officer: J. R. and Director Of Long Term Care Solutions: J. W. Explore Stewardship Advisory Group, LLC's employee directory with LeadIQ.

What industry does Stewardship Advisory Group, LLC belong to?

Stewardship Advisory Group, LLC operates in the Financial Services industry.

What technology does Stewardship Advisory Group, LLC use?

Stewardship Advisory Group, LLC's tech stack includes iCIMS, Open Graph, WordPress, Really Simple Discovery, Office 365, Datadog, Yoast SEO and Piwik PRO Core.

What is Stewardship Advisory Group, LLC's email format?

Stewardship Advisory Group, LLC's email format typically follows the pattern of First@stewardshipadvisory.com. Find more Stewardship Advisory Group, LLC email formats with LeadIQ.

Stewardship Advisory Group, LLC

Q: What technology does Stewardship Advisory Group, LLC use?

Stewardship Advisory Group, LLC's tech stack includes html5media, HTTP/3, Facebook, Piwik PRO Core, Cloudflare CDN.

Q: What is Stewardship Advisory Group, LLC's NAICS code?

Stewardship Advisory Group, LLC's NAICS code is 52 (Finance and Insurance).

Financial ServicesFlorida, United States11-50 Employees

Stewardship Advisory Group, LLC operates in the financial services sector, offering financial planning and investment advisory services through an SEC-registered entity. With more than three decades of experience, the firm supports clients in developing and implementing sound financial and estate plans to steward the resources entrusted to them.

Based in Clermont, Florida, the firm serves individuals and organizations in ministry or business contexts seeking guidance on stewardship of resources. Investment planning and advisory services are provided through Stewardship Advisory Group, LLC, an SEC-registered investment adviser, while legacy coaching is offered through Stewardship Legacy Coaching, LLC. Securities are offered through United Planners Financial Services, and Stewardship Advisory Group, LLC and Stewardship Legacy Coaching, LLC are not affiliated with United Planners.