Stewardship Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Mount Joy, PA. Its latest Form ADV filing, dated March 16, 2026, reports $545M in regulatory assets under management, 15 employees, and 2,247 accounts.
Top client segmentIndividuals represent 76.9% of total clients.
Top client categories% of clientsClients
1
Individuals
76.9%
528
2
HNWI
21.3%
146
3
Charitable
1.9%
13
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$545Mas of March 16, 2026
Discretionary98.7%
$538M
99% of total RAUM98.7%
Non-discretionary1.3%
$7M
1% of total RAUM1.3%
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$545M
Total Accounts2,247
10Y AUM Change+$404M (+287.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee46:1
10Y Employee Change+10 (+200.0%)
* 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.