The Stewardship Center, Inc. is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated February 3, 2026, reports $146M in regulatory assets under management, 2 employees, and 69 accounts.
Top client segmentCharitable represent 78.3% of total clients.
Top client categories% of clientsClients
1
Charitable
78.3%
54
2
HNWI
11.6%
8
3
Individuals
8.7%
6
4
Pension Plans
1.4%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$146Mas of February 3, 2026
Discretionary96.6%
$141M
97% of total RAUM96.6%
Non-discretionary3.4%
$5M
3% of total RAUM3.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$146M
Total Accounts69
10Y AUM Change+$11M (+8.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee35:1
10Y Employee Change0 (0.0%)
* 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.