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Firm profile

Stewardship Capital

INDEPENDENCE, MOCRD 110944Latest ADV March 13, 2026

Stewardship Capital is an SEC registered investment adviser organized as a corporation with a primary office location in Independence, MO. Its latest Form ADV filing, dated March 13, 2026, reports $168M in regulatory assets under management, 5 employees, and 392 accounts.

Assets Under Management
$168M
Employees
5
Offices
--
Total Clients
392
Primary office
INDEPENDENCE, MO
4200 LITTLE BLUE PARKWAY, SUITE 650, INDEPENDENCE, MO, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(816) 833-6650
WebsiteNot found
LinkedInNot found

Leadership

2 roles identified
CCOLucas K. Davis
CIORonald C. Finke

Advisory services offered

5 types reported
Educational seminars/workshops
Financial Planning Services
Pension consulting services

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 83.7% of total clients.
Top client categories% of clientsClients
1
Individuals
83.7%
328
2
HNWI
14.5%
57
3
Charitable
1.8%
7

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$168Mas of March 13, 2026
Discretionary100.0%
$168M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$168M
Total Accounts392
10Y AUM Change+$32M (+23.6%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees5
Clients per Employee78:1
10Y Employee Change+1 (+25.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

This firm has a multi year gap in available SEC ADV filing history between 2012 and 2024. Charts show the most recent available filing segment under this CRD.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.