STEWARDSHIP TRUST ADVISORS
Firm details
- Headquarters
- GRANDVILLE, Michigan
- CRD number
- 121348
- Registered since
- November 27, 2023
- Website
- www.pilgrimscapital.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals51.63%
- HNWI48.37%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Stewardship Trust Advisors is an independent registered investment adviser that began SEC registration in 2023 and positions itself as a capital allocator for individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. Its billing mix includes asset‑based fees, hourly charges, and fixed fees. Stewardship does not identify as an active ESG investor and is not set up as a multi‑state adviser.
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 Funds69%
- Exchange Traded Equities18%
- Investment Grade Corp Bonds6%
- Cash & Cash Equivalents4%
- US Government Bonds1%
Contacts
3 of 4JACOB EKKENS
Investment Advisor RepresentativeCRD 7120132
CRAIG ACKERMANN
Financial PlannerCRD 4187403
TODD ACKERMANN
Investment Advisory RepresentativeCRD 2030049
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
GRANDVILLE, MI
KENT
Location
GRANDVILLE, MI
Headquartered in GRANDVILLE, MI, anchoring the Grand Rapids-Kentwood-Muskegon, MI metro in the Midwest.
- Metro area
- Grand Rapids-Kentwood-Muskegon, MI
- Region
- Midwest
- County
- KENT
- Address
- 3411 Wilson Ave SW
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
UNION HERITAGE CAPITAL
RIADETROIT, MI
PALATINE HILL WEALTH MANAGEMENT
RIABirmingham, MI
BLUEPRINT PARTNERS LLC
RIATRAVERSE CITY, MI
CALDER FINANCIAL GROUP
RIAADA, MI
RENAISSANCE VENTURE CAPITAL MANAGEMENT, INC.
RIAANN ARBOR, MI
HEMMING& WEALTH MANAGEMENT, INC.
RIATRAVERSE CITY, MI