AdvisorCensus / Financial advisors / Iowa / Cedar Rapids / Stewards Advisory Services
Stewards Advisory Services
Filed as STEWARDS ADVISORY SERVICES · Legal name Lifespring Wealth Management, LLC
Stewards Advisory Services is an SEC-registered investment advisory firm in Marion, IA, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 13, 2026.
Quick answers
From the filingHow is Stewards Advisory Services compensated?
On its Form ADV (Item 5.E, October 2026), Stewards Advisory Services reports these compensation arrangements: a percentage of assets under its management; hourly charges.
What does Stewards Advisory Services' brochure say about its fees?
Its Form ADV Part 2A brochure dated March 13, 2026 states: Up to $999,999.99: 1.25% a year; $1,000,000 to $1,999,999.99: 1% a year; $2,000,000 to $4,999,999.99: 0.8% a year; Above $5,000,000: 0.5% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Stewards Advisory Services located?
Stewards Advisory Services' principal office is in Marion, IA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Stewards Advisory Services registered with the SEC or a state?
Stewards Advisory Services is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 295694.
How much does Stewards Advisory Services manage?
Stewards Advisory Services reports $128,045,786 in regulatory assets under management in its Form ADV filing dated March 13, 2026 (100% discretionary).
How have Stewards Advisory Services' assets and staff changed since 2024?
In the Form ADV data for Stewards Advisory Services: Regulatory assets under management: $100,490,771 in the October 2024 data and $128,045,786 in the October 2026 data, up 27%. Total employees: 2 in October 2024 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Stewards Advisory Services serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (33); high net worth individuals (28); charitable organizations (10).
Which custodians does Stewards Advisory Services use?
Stewards Advisory Services' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Stewards Advisory Services report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/295694
What changed in Stewards Advisory Services' recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $108,449,089 to $128,045,786 (+18%). Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $999,999.99 | 1.25% |
| $1,000,000 to $1,999,999.99 | 1% |
| $2,000,000 to $4,999,999.99 | 0.8% |
| Above $5,000,000 | 0.5% |
The brochure's wording
The annual fee is based on a percentage of the investable assets, determined by the highest applicable tier, as follows: a flat 1.25% on all assets up to $999,999.99, a flat 1.00% on all assets $1,000,000 to $1,999,999.99, a flat 0.80% on all assets $2,000,000 to $4,999,999.99, and a flat 0.50% on all assets $5,000,000 and above.
As stated in the firm's Form ADV Part 2A brochure dated March 13, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$128,045,786 as of October 2026, filing dated March 13, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Legal name
- Lifespring Wealth Management, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2024 (2 years)
- Employees
- Total: 2. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the April 2026 filing
- States registered or notice-filed
-
4 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $128,045,786 | 2 | March 13, 2026 |
| October 2025 | $108,449,089 | 2 | April 28, 2025 |
| October 2024 | $100,490,771 | 2 | February 12, 2024 |
Regulatory assets under management: $100,490,771 in the October 2024 data and $128,045,786 in the October 2026 data, up 27%.
Total employees: 2 in October 2024 and 2 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $108,449,089 to $128,045,786 (+18%).
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Stewards Advisory Services (CRD 295694): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/stewards-advisory-services-marion-ia-295694