Stewardship Advisors, LLC

RIASEC Registered

Total AUM

$545M

Discretionary

$538M

99% of AUM

Avg account

$243K

Accounts

2,247

Employees

Advisory reps

Firm details

Headquarters: Mount Joy, Pennsylvania
CRD number: 277099
Registered since: July 29, 2016
Website: mystewardshipadvisor.com
Custodians: TRADE-PMR INC., SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI55.38%
Individuals38.27%
Charitable Organizations5.28%
Corporations / Businesses0.95%
Pension & Profit Sharing Plans0.11%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Stewardship Advisors, LLC is an independent, fee-based registered investment adviser that has been registered with the SEC since 2016. The firm is organized as an LLC and is owned by an individual. It serves both high-net-worth individuals and families as well as institutional clients, acting as a capital allocator and offering advisory services across financial planning, portfolio management for individuals and businesses, pension consulting, selection of other advisers, and investor education through periodicals and workshops. Fee arrangements include percentage-of-AUM billing and fixed fees. The firm identifies as an active ESG investor and incorporates environmental, social, and governance considerations into its investment approach.