Global Steward Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$7,535,999
Total clients
40
3% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
40
Average account size
$188,400
About
Global Steward Advisors, LLC provides discretionary, fee-based investment management to individuals, trusts, and retirement plans through two managed account programs — Global Growth ETF and Global Steward Growth — designed to address the growth portion of client portfolios using ETFs and individual securities. Accounts are custodied at Schwab & Co., and the firm operates as a sole practitioner offering active, individualized portfolio management to a limited number of client families (the firm limits its services to a maximum of 100 client families).
The firm follows an active, research-driven approach, building relatively concentrated portfolios of approximately seven to ten securities and selecting ETFs on factors such as historical return relative to risk and performance versus the S&P 500, while choosing individual stocks on fundamental criteria including forecast earnings growth. The Global Steward Growth strategy may employ short-term option writing to seek additional income and reduce volatility, and the adviser retains discretion to overweight, underweight, or hold cash based on market conditions.
Distinctive features include a disclosed disciplinary matter — an administrative assessment related to a failure to register an employee in Pennsylvania (2011–2013) — and an affiliation with an insurance agency whereby the principal is a licensed insurance agent and the firm may receive commission compensation on certain insurance products. The firm also manages accounts for clients of another registered adviser (Life Stewardship Advisors) and reports managing roughly $5.3 million under the Global Steward Growth service, reflecting a small, specialized advisory footprint.
Client services
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Fee options
$0 - $149,999: 0.215% per month $150,000 - $299,999: 0.190% per month $300,000 - $499,999: 0.160% per month $500,000 - $749,999: 0.135% per month $750,000 - $999,999: 0.120% per month $1,000,000 - $1,499,999: 0.10% per month $1,500,000+: negotiable
Account minimum: $25,000 for Global Growth ETF managed accounts; $80,000 for Global Steward Growth managed accounts (minimums may be waived by Advisor) Fee-only: Fees charged monthly in arrears based on tiered percentage of assets under management; no commissions received by Advisor.
Main office location
Global Steward Advisors, LLC
210 Riveredge Drive
Leola PA 17540, United States
Number of offices
1
Most active in
Global Steward Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")