Stewardship Asset Management LLC

Overview

Stewardship Asset Management LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm serves primarily individual and family clients and small businesses, combining financial planning with portfolio management and periodic published commentary. Fee arrangements are flexible — percentage of AUM, hourly work and fixed fees — which supports both ongoing advisory relationships and discrete planning engagements. Investment activity centers on pooled public funds as the core building blocks of client portfolios, while the firm also deploys alternatives — venture capital, private placements and real estate — through third‑party managers when appropriate. Stewardship is not positioned as an ESG‑focused or multistate adviser; its allocation approach appears pragmatic and multi‑sleeved, balancing mutual funds and annuities for core exposure with selective private investments for clients who qualify.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices