Tony Lee Adkison

Employer firm

Advisor Share Wealth Management, LLC CRD 307997

$377M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• COMPREHENSIVE ASSET MANAGEMENT PLATFORM PROVIDER

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2011 → 04/2026
  United Planners' Financial Services
  Scottsdale, AZ
• 05/2010 → 12/2024
  Synergy 4000 Llp / T Four Properties Llp
  Plano, TX
• 01/2010 → 04/2026
  Stewardship Estate Planning
  Ocoee, FL
• 03/2013 → Present
  Stewardship Advisory Group, Llc
  Ocoee, FL
• 01/2009 → Present
  Tony Adkison Independent Insurance
  Mansfield, TX
• 01/2016 → 09/2017
  Prime Concepts, Llc
  Mansfield, TX
• 03/2018 → 04/2026
  Stewardship Legacy Coaching, Llc
  Mansfield, TX
• 03/2018 → 04/2026
  Stewardship Legacy Coaching, Llc
  Mansfield, TX
• 04/2026 → Present
  Advisor Share Wealth Management, Llc
  Vancouver, WA

Previous Registrations

• 2013-03-28 → 2026-06-09
  Stewardship Advisory Group, Llc
  Mansfield, TX
  Clermont, FL
• 2011-09-30 → 2014-10-03
  United Planners' Financial Services Of America A Limited Partner
  Mansfield, TX
  Clermont, FL
• 2013-02-07 → 2014-03-26
  Stewardship Legacy Coaching, Llc
  Mansfield, TX
  Ocoee, FL

Other Businesses

1.) TONY ADKISON - Sales Representative INDEPENDENT INSURANCE AGENT NON-VARIABLE INSURANCE - MANSFIELD, TX - SINCE 08/2016 - INVESTMENT RELATED 2.) STEWARDSHIP ADVISORY GROUP, LLC - INVESTMENT ADVISORY REPRESENTATIVE - REGISTERED INVESTMENT ADVISOR - MANSFIELD, TX - SINCE 03/2014 - INVESTMENT RELATED 3.) PRIME CONCEPTS LLC - OWNER/PRESIDENT; W-2 EMPLOYEE - ENTITY USED TO HOUSE ACCOUNTING AND PAYROLL FOR FINANCIAL SERVICES BUSINESS, INCLUDING RECEIPT OF ADVISORY-RELATED FEES AND COMMISSIONS - MANSFIELD, TX - SINCE 01/2026 - NOT INVESTMENT RELATED 4.)STEWARDSHIP LEGACY COACHING, LLC / DBA INLINE FINANCIAL STRATEGIES - STEWARDSHIP COACH - COACHING SERVICES ON FAMILY AND BUSINESS LEGACY AND FAMILY OFFICE SERVICES; ACTIVITIES NOW CONDUCTED AS SOLE PROPRIETORSHIP UNDER DBA INLINE FINANCIAL STRATEGIES - MANSFIELD, TX - SINCE 03/2018 - NOT INVESTMENT RELATED

Exams

• S66 Uniform Combined State Law Examination
  2011-07-26