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
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.
Latest 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%)
* 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.