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STEWARDSHIP ADVISORS, LLC
CRD 277099File 801-108174
APPROVED
Retail clients
Custody
Filing as of Mar 16, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| 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.