RIA Intel›Advisers›Kansas›STEWARDRIGHT LLC

STEWARDRIGHT LLC

Advisory

WICHITA, KS

Data as of Jul 9, 2026 · Source: SEC Form ADV

Rank in KS

#221

of 271 advisers by AUM

Average account

$125K

across 557 accounts

AUM per adviser

$23M

3 advisers

Source: SEC Form ADV. Figures as filed Jul 9, 2026.

Total AUM

$70M

Discretionary %

100%

Clients

363

Employees

3

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$70M

Discretionary AUM$70M

Non-Discretionary AUM$7K

Discretionary %100%

Total Clients363

Team

Total Employees3

Investment Advisers3

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO, KS, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

363 clients

35 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in KS

Closest by assets under management. All figures from Form ADV.

LEGACY FINANCIAL GROUP, INC. A REGISTERED INVESTMENT ADVISORY FI

OVERLAND PARK, KS

$70M

-25.8% 1Y

CROSSROADS ASSET MANAGEMENT LLC

$69M

CHIEF ADVISORS CORPORATION

SALINA, KS

$71M

CHLADEK WEALTH MANAGEMENT, LLC

$68M

TAX ADVANTAGE ADVISORS, INC.

OVERLAND PARK, KS

$68M

INSIGHT INVESTMENT ADVISERS LLC

LEAWOOD, KS

$72M

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