STEWARDSHIP MATTERS

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
MAITLAND, Florida
CRD number
156797
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Services
Financial PlanningPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Stewardship Matters is organized as a corporation under individual ownership and presents itself as a capital allocator that engages third-party managers. The firm lists financial planning, pension consulting and the selection of other advisers among its advisory activities. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee options. The firm does not position itself as an ESG-focused allocator and is identified as operating within a single state. It reports a classification of “unclassified” in the available snapshot. Stewardship Matters maintains an industry affiliation with an insurance company and indicates use of external managers for alternatives and other investment implementations.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • SCOTT THOMAS

    Financial PlanningCRD 1512697

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

MAITLAND, FL

ORANGE

Location

MAITLAND, FL

Headquartered in MAITLAND, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.

Metro area
Orlando-Lakeland-Deltona, FL
Region
South
County
ORANGE
Address
511 N Maitland Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth