Stewardship Financial Planning is an SEC registered investment adviser organized as a corporation with a primary office location in Irvington, NY. Its latest Form ADV filing, dated March 30, 2026, reports $66M in regulatory assets under management, 1 employee, and 102 accounts.
Assets Under Management
$66M
Employees
1
Offices
--
Total Clients
39
Primary office
IRVINGTON, NY
90 NORTH BROADWAY, SUITE 218, IRVINGTON, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 66.7% of total clients.
Top client categories% of clientsClients
1
HNWI
66.7%
26
2
Individuals
33.3%
13
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$66Mas of May 8, 2026
Discretionary26.2%
$17M
26% of total RAUM26.2%
Non-discretionary73.8%
$48M
74% of total RAUM73.8%
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.
Total AUM$66M
Total Accounts102
10Y AUM Change+$33M (+100.4%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee39:1
10Y Employee Change0 (0.0%)
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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.
* 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.