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STEWARDSHIP ADVISORS, LLC
CRD 277099File 801-108174
APPROVED
Retail clients
Custody
Filing as of Mar 16, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$545.2M
Above cohort median (national)
Discretionary AUM
$538.1M
Non-discretionary $7.1M
Clients
687
2,247 accounts
Employees
15
Above cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jul 29, 2016
- Principal office
- 321 W. MAIN STREET, MOUNT JOY, PA, 17552
- Phone
- (717) 492-4787
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $545.2M
- Discretionary AUM
- $538.1M
- Non-discretionary AUM
- $7.1M
- Discretionary accounts
- 2,160
- Non-discretionary accounts
- 87
- Total accounts
- 2,247
- AUM per client
- $794K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $5.2M |
| Charitable organizations | 13 | $28.8M |
| High net worth individuals | 146 | $301.9M |
| Pension and profit sharing plans | Fewer than 5 | $618K |
| Individuals (other than high net worth individuals) | 528 | $208.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 14 | 15 | increased by1 |
| Apr 1, 2026 | Clients | 647 | 687 | increased by40 |
| Apr 1, 2026 | AUM | $461,547,165 | $545,180,460 | increased by$83,633,295 |
| Apr 1, 2026 | Accounts | 2,014 | 2,247 | increased by233 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 10 | 14 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 456 | 647 | increased by191 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $321,606,300 | $461,547,165 | increased by$139,940,865 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,342 | 2,014 | increased by672 |
| Apr 1, 2022 | Employees | 7 | 10 | increased by3 |
| Apr 1, 2022 | Custody | No | Yes | |
| Apr 1, 2022 | Clients | 441 | 456 | increased by15 |
| Apr 1, 2022 | AUM | $290,694,824 | $321,606,300 | increased by$30,911,476 |
| Apr 1, 2022 | Accounts | 1,296 | 1,342 | increased by46 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “STEWARDSHIP ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“STEWARDSHIP ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
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.