Good Steward Wealth Advisers Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 333092
· SEC file 801-131209
· Clarksville, TN
· www.instagram.com
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ADV data as of Mar 25, 2026
- Regulatory AUM
- $181M
- Discretionary
- $158M
- Clients
- 331
- Avg AUM / client
- $546K
- Accounts
- 891
- Employees
- 7
AUM over time
$0
$181M
Aug 2024
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 288 | $86.2M | 47.7% |
| High net worth individuals | 42 | $94.3M | 52.2% |
| Corporations and other businesses | 1 | $229K | 0.13% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Goforth, Sonia, Ann | Chief Compliance Officer | Aug 2024 (2y) | Less than 5% | |
| Eric Edward Ellis | Member, Manager, President And Chief Operating Officer | Oct 2024 (2y) | 50% – 75% | |
| Kathy Barlar Ellis | Member, Manager And Chief Executive Officer | CFP | Oct 2024 (2y) | 50% – 75% |
| James Cole Alfonso | Registered representative | Dec 2024 (2y) | ||
| Michele Feinman Wieber | Registered representative | Dec 2024 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 969 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $181M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗