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THE STEWARDSHIP CENTER, INC.
Legal name: THE STEWARDSHIP CENTER,INC.
CRD 112626File 801-133889
APPROVED
Retail clients
Filing as of Feb 3, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$145.9M
Bottom 25% of cohort (national)
Discretionary AUM
$141.0M
Non-discretionary $4.9M
Clients
69
69 accounts
Employees
2
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jul 17, 2025
- Principal office
- Not reported
- Phone
- 800-528-6191
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $145.9M
- Discretionary AUM
- $141.0M
- Non-discretionary AUM
- $4.9M
- Discretionary accounts
- 68
- Non-discretionary accounts
- 1
- Total accounts
- 69
- AUM per client
- $2.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 54 | $113.1M |
| High net worth individuals | 8 | $27.7M |
| Pension and profit sharing plans | Fewer than 5 | $4.9M |
| Individuals (other than high net worth individuals) | 6 | $222K |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- 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
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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.