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TA

Tony L. Adkison

STEWARDSHIP ADVISORY GROUP
MANSFIELD, TX
Some features on this profile are disabled
CRD#: 5860007
TA

Professional summary

Tony Lee Adkison, AIF® is a registered financial advisor currently at STEWARDSHIP ADVISORY GROUP, LLC located in Mansfield, Texas and UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER located in Mansfield, Texas.

Tony is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Tony has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tony Lee Adkison's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
AIF®

Accredited Investment Fiduciary

Experience

Current

March 28, 2013 - Present

STEWARDSHIP ADVISORY GROUP, LLC

RIA
CRD#: 165710
MANSFIELD, TX
Current

March 22, 2011 - Present

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Office #1: 1042 Cypress Point, Mansfield, TX 76063
RIA
BD
CRD#: 20804
Mansfield, TX
Past

February 7, 2013 - March 26, 2014

STEWARDSHIP LEGACY COACHING, LLC

RIA
CRD#: 123640
MANSFIELD, TX
Past

September 30, 2011 - October 3, 2014

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

RIA
CRD#: 20804
SCOTTSDALE, AZ
Past

January 25, 2011 - February 11, 2011

QA3 FINANCIAL CORP.

BD
CRD#: 14754
OMAHA, NE

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STEWARDSHIP ADVISORY GROUP, LLC
STEWARDSHIP ADVISORY GROUP, LLC

CRD#: 165710 / SEC#: 801-77684

RIA
Registered Investment Advisory firm - (3/5/2013 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(6/27/2017)
RR
Colorado
(4/15/2015)
RR
Missouri
(12/15/2022)
RR
Tennessee
(3/7/2025)
RR
Texas
(9/1/2011)
IAR
Texas
(3/28/2013)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/26/2011
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/24/2011
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

SA
STEWARDSHIP ADVISORY GROUP, LLC
STEWARDSHIP ADVISORY GROUP, LLC

CRD#: 165710 / SEC#: 801-77684

RIA
Registered Investment Advisory firm - (3/5/2013 Approved)
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Contact information

Main Address
17011 S.r. 50 Suite 203, Clermont, FL 34711
Mailing Address
Phone number
(407) 470-1405
Established
Firm type
Fiscal year end
# of Employees
187

SEC notice filing (33 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (6/12/2025)

Regulatory assets under management

Total Number of Accounts1,108
AUM (Assets Under Management)$ 261,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

STEWARDSHIP ADVISORY GROUP, LLC

CRD#: 165710Mansfield, TX

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