STEWARDSHIP ADVISORS, LLC

Overview

Stewardship Advisors, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2016. The firm serves both individual and family clients as well as institutional accounts and operates as a capital allocator—using third‑party managers in addition to in‑house portfolios. Its advisory model charges both a percentage of AUM and fixed fees and covers a broad set of services: financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, selection of other advisers, and client education via publications and workshops. Investment activity tilts toward pooled public funds as the core of client portfolios, with clear emphasis on ETF exposure at the 13F level. Stewardship Advisors identifies as an active ESG investor and deploys alternatives selectively, notably through third‑party exposures to commodities and oil & gas. The mix of services and product choices suggests a core‑and‑satellite approach: public mutual funds and ETFs provide the core market exposure while selected alternative allocations and fewer individual equity positions serve as tactical or diversifying satellites.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices