|
⚲
|
| Stewardship Advisors LLC
✚
|
|
|---|---|
| CRD # | 277099 |
| SEC # | 801-108174 |
| CIK # | 0001733219, 0001740729 |
| AUM | $545.2 M (2026-03-16) |
| Employees | 15 (67% Investors, 0% Brokers) |
| Phone | 717-492-4787 |
| Address | 321 W Main Street Mount Joy, PA 17552 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 528 | 208.7 |
| (b) Individuals (high net worth individuals) | 146 | 301.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.6 |
| (h) Charitable organizations | 13 | 28.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 5.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,247 | 545.2 |
| By Discretionary | ||
| Discretionary | 2,160 | 538.1 |
| Non-Discretionary | 87 | 7.1 |
| Total | 2,247 | 545.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 545.2 | |
| Total | 2,247 | 545.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001733219] | |
| 13F-HR | [0001740729] |
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|---|---|---|
|
TrueWealth Advisors LLC
✚
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AL | 0.5 |
|
Adaptive Financial Consulting LLC
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OH | 0.5 |
|
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IA | 0.5 |
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The Capital Advisory Group Advisory Services LLC
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AZ | 0.5 |