Stewardship Concepts Financial Services LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Spokane, WA. Its latest Form ADV filing, dated January 20, 2026, reports $175M in regulatory assets under management, 4 employees, 1 office, and 892 accounts.
Assets Under Management
$175M
Employees
4
Offices
1 office
Total Clients
247
Primary office
SPOKANE, WA
7307 N DIVISION ST STE 205, SPOKANE, WA, 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 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 67.6% of total clients.
Top client categories% of clientsClients
1
Individuals
67.6%
167
2
HNWI
25.1%
62
3
Pension Plans
7.3%
18
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$175Mas of January 20, 2026
Discretionary95.3%
$166M
95% of total RAUM95.3%
Non-discretionary4.7%
$8M
5% of total RAUM4.7%
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$175M
Total Accounts892
10Y AUM Change+$68M (+64.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee62:1
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.