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 registered investment adviser (SEC-registered in 2025) that serves individuals, families and some institutional clients. The firm provides financial planning and portfolio management for individuals and small businesses and charges clients through a mix of asset-based fees, hourly billing and fixed fees. Stewardship Concepts leans heavily on pooled public funds (ETFs and mutual funds) as the core of its asset management work and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Noah Schwab
OwnerCRD 7236313
Edwin Hill
Founder and Financial AdvisorCRD 1750790
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 66Active vs passive
$204M in ETFs
36%
$72.7M
58%
$131M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP GROWTH ETF (SCHG) | Schwab | Passive | Large Growth | $10.1M | 281,958 | 4.96% |
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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