STEWARDRIGHT

RIASEC Registered

Total AUM

$69.7M

Discretionary

$69.7M

100% of AUM

Avg account

$125K

Accounts

557

Employees

Advisory reps

Firm details

Headquarters: WICHITA, Kansas
CRD number: 287644
Website: www.leadingedgefp.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Individuals56.01%
HNWI41.97%
Corporations / Businesses2.02%
Charitable Organizations0.01%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Stewardright operates as an independent, owner-managed RIA organized as an LLC. The firm serves both individual/family clients and institutional accounts, offering financial planning, portfolio management for individuals and small businesses, and advisor selection services. Stewardright also functions as a capital allocator, placing client capital with outside managers when appropriate, and conducts insurance brokerage and broader financial product sales alongside its advisory work. Fee arrangements are flexible and include asset-based fees, hourly engagements, fixed fees and other structures. The firm does not self-identify as an active ESG investor.