Macon, GA Arkwright Road Office
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Steward Partners Investment Advisory, LLC
Enterprise
Firm-wide stats for Steward Partners Investment Advisory, LLC
About
Steward Partners Investment Advisory, LLC is an SEC‑registered, enterprise‑scale RIA that manages roughly $36.7 billion in regulatory assets and supports a national advisor base. It serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, corporations, trusts, estates and charitable organizations, offering investment advisory, financial planning, pension consulting and managed account programs.
The firm provides both discretionary and non‑discretionary portfolio management through Steward Partners‑branded solutions (Personalized, Guided and Discretionary Portfolios, UMAs, Separate Account and Strategy Solutions) and by selecting third‑party money managers and model portfolios; its due‑diligence process is coordinated with custodial and platform partners such as Pershing, Raymond James and SMArtX. Clients can participate in wrap‑fee or non‑wrap programs, receive ongoing monitoring and rebalancing, and obtain financial planning or consulting services that may be implemented through the firm’s advisory programs.
Distinctive features disclosed in the brochure include a December 2025 strategic capital transaction with Ares Management and an expanded lending relationship, a new RIA managed account custodial option through Folio/Goldman Sachs Custody Solutions, and a Steward Partners‑sponsored UMA custodied at Raymond James, alongside an affiliated broker‑dealer (SPIS). The firm also discloses revenue‑sharing and marketing‑support arrangements with custodians, referral and structured‑product referral fees, recruitment‑loan and equity award programs for advisors, and the facilitation of third‑party estate‑planning services (including Wealth.com), all of which the brochure identifies as potential conflicts subject to firm disclosure and oversight.
Expertise
Occupation focus
Demographic focus
Location
3920 Arkwright Road, Suite 335
Macon GA 31201
Advisors at this office
3
Advisors at this office
David L
Series 63, Series 65
Macon, GA
Steward Partners Investment Advisory, LLC
David Lucas is a financial advisor with Steward Partners Investment Advisory, LLC in Macon, GA, holding Series 63 and Series 65 credentials and bringing 56 years of industry experience. His career includes over two decades at Sterne Agee and eleven years at Stifel before joining Steward Partners in 2026. Outside of advising, he serves as president of a local social fishing club. Steward Partners Investment Advisory, LLC is an SEC-registered firm managing approximately $36.7 billion in assets and serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers investment advisory, financial planning, and managed account programs that include both discretionary and non-discretionary portfolio management through proprietary and third-party strategies.
Kevin W
Series 63, Series 65
Macon, GA
Steward Partners Investment Advisory, LLC
Kevin Watson is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Stifel and Sterne Agee Financial Services, Inc., each for over a decade. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, pension consulting, and managed account services.
Christopher D
Series 66
Macon, GA
Steward Partners Investment Advisory, LLC
Christopher Durham is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at STIFEL and Sterne Agee. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in client assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and portfolio management services.
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