Stewardship Trust Advisors is an SEC registered investment adviser organized as a corporation with a primary office location in Grandville, MI. Its latest Form ADV filing, dated March 20, 2026, reports $295M in regulatory assets under management, 7 employees, and 983 accounts.
Assets Under Management
$295M
Employees
7
Offices
--
Total Clients
285
Primary office
GRANDVILLE, MI
3411 WILSON AVENUE SW, GRANDVILLE, MI, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 83.5% of total clients.
Top client categories% of clientsClients
1
Individuals
83.5%
238
2
HNWI
16.5%
47
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$295Mas of March 20, 2026
Discretionary90.9%
$268M
91% of total RAUM90.9%
Non-discretionary9.1%
$27M
9% of total RAUM9.1%
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$295M
Total Accounts983
10Y AUM Change+$99M (+50.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee41:1
10Y Employee Change+1 (+16.7%)
* 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.