← Directory
STEWARDSHIP CAPITAL
Legal name: STEWARDSHIP CAPITAL, LTD.
CRD 110944File 801-130645
APPROVED
Retail clients
Custody
Filing as of Mar 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$168.4M
Bottom 25% of cohort (national)
Discretionary AUM
$168.4M
Clients
392
392 accounts
Employees
5
Bottom 25% of cohort in MO
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jul 9, 2024
- Principal office
- 4200 LITTLE BLUE PARKWAY, SUITE 650, INDEPENDENCE, MO, 64057
- Phone
- 816-833-6650
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $168.4M
- Discretionary AUM
- $168.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 392
- Non-discretionary accounts
- 0
- Total accounts
- 392
- AUM per client
- $429K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 7 | $3.5M |
| High net worth individuals | 57 | $101.2M |
| Individuals (other than high net worth individuals) | 328 | $63.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.