STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC

CRD 330611File 801-134171

APPROVED

Retail clients

Custody

Filing as of Jan 20, 2026

Feed vintage Aug 17, 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
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.