Franklin, TN Office
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StewardWell LLC
Team
Firm-wide stats for StewardWell LLC
About
StewardWell provides discretionary wealth management and financial planning to individuals, high net worth individuals, trusts and estates. The firm delivers ongoing investment management—typically implemented through model portfolios composed mainly of exchange-traded funds and bonds—and also offers stand‑alone financial planning engagements and referrals to outside specialists.
The firm constructs portfolios using both fundamental and technical analysis and generally pursues a long‑term orientation while rebalancing or trading shorter term as needed for client objectives, tax reasons, or cash needs. StewardWell commonly implements client strategies via model portfolios, may allocate portions of assets to unaffiliated Independent Managers, and uses an institutional turnkey platform to custody and execute client trades.
Notable features in the brochure include its recent formation in 2026 and SEC registration, combined with reported discretionary management of roughly $441.7 million for about 2,157 clients while listing a very small advisory staff in filings, an operational profile that is uncommon for a newly established, small firm. The firm also discloses an institutional relationship with its platform provider that produces software and service benefits to the firm, and certain advisory persons maintain insurance and broker‑dealer registrations and may receive separate commission income, presenting potential conflicts that are described in the disclosure materials.
Based on StewardWell LLC
Expertise
Based on StewardWell LLC
Location
4068 Rural Plains Circle, Suite 170
Franklin TN 37064
Advisors at this office
3
Advisors at this office
Bryan T
Series 63, Series 65
Franklin, TN
StewardWell LLC
Bryan Thompson is a financial advisor at StewardWell LLC in Franklin, TN, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and serves as CEO of Thompson Financial Group, a business involved in financial services and payroll processing. Prior to StewardWell, he worked at Ameritas Advisory Services and Ameritas Investment Company. StewardWell provides discretionary wealth management and financial planning to individuals, high net worth clients, trusts, and estates. The firm uses model portfolios mainly composed of ETFs and bonds, applying both fundamental and technical analysis with a generally long-term investment orientation.
Jacob M
Series 66
Franklin, TN
StewardWell LLC
Jacob Mc Nally is a financial advisor at StewardWell LLC with Series 66 designation and one year of industry experience. His prior work includes roles at Ameritas Life Insurance Corp, Ameritas Advisory Services, and Thompson Financial Group. He also serves as a resident director at Liberty University, overseeing resident assistants and students. StewardWell provides discretionary wealth management and financial planning to individuals, high net worth clients, trusts, and estates. The firm uses model portfolios primarily composed of exchange-traded funds and bonds, employing both fundamental and technical analysis with a long-term orientation while adjusting portfolios as needed for client objectives, tax considerations, or liquidity.
Landon T
Series 66
Franklin, TN
StewardWell LLC
Landon Thompson is a financial advisor at StewardWell LLC with one year of industry experience. He holds a Series 66 designation and has prior roles at Ameritas Investment Company, LLC, and Ameritas Advisory Services, LLC. Outside of his advisory work, he is involved with Thompson Financial Group, providing insurance services and client support. StewardWell LLC offers discretionary wealth management and financial planning services to individuals, high net worth individuals, trusts, and estates. The firm employs a long-term investment approach using model portfolios primarily composed of exchange-traded funds and bonds, while also incorporating fundamental and technical analysis to manage client portfolios.
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