Stewardship Advisors, LLC

RIASEC RegisteredEst. 2016

Total AUM

$545M

Discretionary

$538M

99% of AUM

Avg account

$243K

Accounts

2,247

Employees

Advisory reps

Firm details

Headquarters: Mount Joy, Pennsylvania
CRD number: 277099
Registered since: July 29, 2016
Website: mystewardshipadvisor.com
Custodians: TRADE-PMR INC., SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI55.38%
Individuals38.27%
Charitable Organizations5.28%
Corporations / Businesses0.95%
Pension & Profit Sharing Plans0.11%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Stewardship Advisors, LLC is an independent registered investment adviser organized as an LLC and operating since 2016. The firm serves both individual/family and institutional clients and is owned by an individual principal. It operates as a capital allocator, meaning it outsources to or places capital with third‑party managers in addition to managing portfolios directly. Advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and selection of other advisers. The firm also engages in client education and publishing activities — offering periodicals/newsletters and educational seminars or workshops. Fee arrangements are a mix of percentage‑of‑AUM and fixed fees. Stewardship identifies as an active ESG investor, suggesting sustainability or ESG considerations are incorporated into its investment process.