STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC

CRD 330611File 801-134171

APPROVED

Retail clients

Custody

Filing as of Jan 20, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$174.6M

Bottom 25% of cohort (national)

Discretionary AUM

$166.4M

Non-discretionary $8.2M

Clients

247

892 accounts

Employees

Bottom 25% of cohort in WA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: Aug 14, 2025
Principal office: 7307 N DIVISION ST STE 205, SPOKANE, WA, 99208
Phone: 509-443-0845
Website: https://scfinancials.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $174.6M
Discretionary AUM: $166.4M
Non-discretionary AUM: $8.2M
Discretionary accounts: 699
Non-discretionary accounts: 193
Total accounts: 892
AUM per client: $707K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$271K
High net worth individuals	62	$110.5M
Pension and profit sharing plans	18	$8.2M
Individuals (other than high net worth individuals)	167	$55.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
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: 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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Feb 1, 2026	Clients	244	247	increased by3
Feb 1, 2026	AUM	$106,383,834	$174,620,530	increased by$68,236,696
Feb 1, 2026	Accounts	701	892	increased by191
Dec 1, 2025	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 CONCEPTS” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“STEWARDSHIP CONCEPTS” 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.