STEWARDSHIP CAPITAL

RIASEC RegisteredEst. 2024

Total AUM

$168M

Discretionary

$168M

100% of AUM

Avg account

$429K

Accounts

392

Employees

Advisory reps

Firm details

Headquarters: INDEPENDENCE, Missouri
CRD number: 110944
Registered since: July 9, 2024
Website: stewcap.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI60.13%
Individuals37.79%
Charitable Organizations2.08%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Stewardship Capital is an independent registered investment adviser operating as a corporation and registered with the SEC in 2024. The firm is privately owned by an individual and serves a mix of individual and family clients alongside institutional relationships. Its advisory offering combines financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services, and educational seminars or workshops. Stewardship Capital also operates as an insurance broker, which informs its use of insurance products alongside traditional investment solutions. The firm’s fee model is a mix of percentage-of-AUM and fixed fees, and it manages client assets on a discretionary basis. Stewardship Capital is not positioned as an active ESG investor and is classified as a single-state adviser. Operationally the firm leans toward platform-based execution and pooled vehicles for portfolio construction rather than concentrated single-name positions.