Overview
Assets Under Management: $168 million
Headquarters: INDEPENDENCE, MO
High-Net-Worth Clients: 57
Average Client Assets: $1.8 million
Frequently Asked Questions
STEWARDSHIP CAPITAL is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #110944), STEWARDSHIP CAPITAL is subject to fiduciary duty under federal law.
STEWARDSHIP CAPITAL is headquartered in INDEPENDENCE, MO.
STEWARDSHIP CAPITAL serves 57 high-net-worth clients according to their SEC filing dated March 13, 2026. View client details ↓
According to their SEC Form ADV, STEWARDSHIP CAPITAL offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and educational seminars and workshops. View all service details ↓
STEWARDSHIP CAPITAL manages $168 million in client assets according to their SEC filing dated March 13, 2026.
According to their SEC Form ADV, STEWARDSHIP CAPITAL serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 57
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.13%
Average Client Assets: $1.8 million
Total Client Accounts: 392
Discretionary Accounts: 392
Regulatory Filings
CRD Number: 110944
Filing ID: 2072901
Last Filing Date: 2026-03-13 18:11:17