Stewardship Concepts Financial Services LLC
Firm details
- Headquarters
- Spokane, Washington
- CRD number
- 330611
- Registered since
- August 14, 2025
- Website
- scfinancials.com
- Custodians
- CHARLES SCHWAB & CO., INC., CAPITAL CLIENT GROUP, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI63.27%
- Individuals31.88%
- Pension & Profit Sharing Plans4.69%
- Charitable Organizations0.15%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Stewardship Concepts Financial Services LLC is an independent, SEC-registered registered investment adviser that began SEC registration in 2025 and operates as a limited liability company. The firm advises both individuals and families as well as institutional clients, providing financial planning and portfolio management services targeted at individuals and small businesses. Its fee arrangements include a percentage of assets under management, hourly charges, and fixed fees. Stewardship Concepts does not identify as an active ESG investor and is not designated as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds85%
- Exchange Traded Equities6%
- Investment Grade Corp Bonds5%
- Cash & Cash Equivalents3%
- US Government Bonds1%
Contacts
3 of 4
Todd Koyama
Investment Advisor RepresentativeCRD 3240300
Edwin Hill
Founder and Financial AdvisorCRD 1750790
Noah Schwab
OwnerCRD 7236313
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 67Active vs passive
$201M in ETFs
38%
$77.3M
56%
$124M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP DIVIDEND VALUE ETF (CGDV) | Capital Group | Active | Large Value | $10.2M | 206,766 | 5.06% |
Location
Spokane, WA
Spokane
Location
Spokane, WA
Headquartered in Spokane, WA, anchoring the Spokane-Spokane Valley-Coeur d'Alene, WA-ID metro in the West.
- Metro area
- Spokane-Spokane Valley-Coeur d'Alene, WA-ID
- Region
- West
- County
- Spokane
- Address
- 7307 N Division St
- Time zone
- PT (UTC-8)
- Office locations
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