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Stewardship Concepts Financial Services builds globally diversified portfolios for clients using a mix of individual securities, mutual funds, and ETFs. The firm began as a sole proprietorship in 1998 and is now owned through SCFS LLC by Noah Schwab and Amy Drury. The firm is fee-only and holds no insurance licenses, so it accepts no commissions.

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Overview

Headquarters
Spokane, WA
Total Firm Assets
$175 million
Average High-Net-Worth Client Portfolio Size
$1.8 million

Fee Disclosure

Source: SCFS ADV PART 2A AUG 2025 (2026-01-20) · View brochure text

MinMaxDisclosed Annual Rate
$0 $2,000,000 1.00%
$2,000,001 $4,000,000 0.80%
$4,000,001 $6,000,000 0.60%
$6,000,001 and above 0.50%

Stated Minimum Annual Fee: $3,000

Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $10,000 1.00%
$5 million $42,000 0.84%
$10 million $68,000 0.68%
$50 million $268,000 0.54%
$100 million $518,000 0.52%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
63.27%
Number of High-Net-Worth Clients
62
Total Client Accounts
892
Discretionary Accounts
699
Non-Discretionary Accounts
193

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number
330611

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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