{
  "crd_number": 295694,
  "slug": "stewards-advisory-services-marion-ia-295694",
  "primary_business_name": "STEWARDS ADVISORY SERVICES",
  "legal_name": "LIFESPRING WEALTH MANAGEMENT, LLC",
  "dbas": [],
  "city": "Marion",
  "state": "IA",
  "country": "United States",
  "cbsa_code": "16300",
  "metro": {
    "cbsa_code": "16300",
    "common_name": "Cedar Rapids",
    "msa_name": "Cedar Rapids, IA",
    "path": "/advisors/ia/cedar-rapids"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-03-13",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-03-13",
  "carried_forward": false,
  "raum_total": 128045786.0,
  "raum_discretionary": 128045786.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 64926693.0,
      "count": 10
    },
    "individuals": {
      "raum": 10688086.0,
      "count": 33
    },
    "pension_profit_sharing": {
      "raum": 749627.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 51330984.0,
      "count": 28
    },
    "corporations_other_businesses": {
      "raum": 350396.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "IA",
    "NJ",
    "PA",
    "TX"
  ],
  "websites": [
    "https://creators.spotify.com/pod/profile/stewardsadvisoryservices",
    "https://facebook.com/StewardsAdvisoryServices",
    "https://instagram.com/stewardsadvisoryservices",
    "https://linkedin.com/company/stewards-advisory-services/about",
    "https://stewardsadvisory.com",
    "https://wealth.emaplan.com/ema/SignIn?ema%2Ftdameritrade%2Fstewardsadvisoryservices=",
    "https://youtube.com/channel/UC0TJzvOHsgiMv3B4od8IOkg"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/295694",
  "city_as_filed": "MARION",
  "url": "https://advisorcensus.com/firm/stewards-advisory-services-marion-ia-295694",
  "display_name": "Stewards Advisory Services",
  "summary": "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.",
  "citation": "AdvisorCensus. Stewards Advisory Services (CRD 295694): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Stewards Advisory Services compensated?",
      "a": "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."
    },
    {
      "q": "What does Stewards Advisory Services' brochure say about its fees?",
      "a": "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."
    },
    {
      "q": "Where is Stewards Advisory Services located?",
      "a": "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)."
    },
    {
      "q": "Is Stewards Advisory Services registered with the SEC or a state?",
      "a": "Stewards Advisory Services is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 295694."
    },
    {
      "q": "How much does Stewards Advisory Services manage?",
      "a": "Stewards Advisory Services reports $128,045,786 in regulatory assets under management in its Form ADV filing dated March 13, 2026 (100% discretionary)."
    },
    {
      "q": "How have Stewards Advisory Services' assets and staff changed since 2024?",
      "a": "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."
    },
    {
      "q": "What types of clients does Stewards Advisory Services serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Stewards Advisory Services use?",
      "a": "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."
    },
    {
      "q": "Does Stewards Advisory Services report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in Stewards Advisory Services' recent Form ADV filings?",
      "a": "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)."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 100490771.0,
      "total_employees": 2,
      "filing_date": "2024-02-12"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 108449089.0,
      "total_employees": 2,
      "filing_date": "2025-04-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 128045786.0,
      "total_employees": 2,
      "filing_date": "2026-03-13"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $108,449,089 to $128,045,786 (+18%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 13, 2026",
    "tiers": [
      {
        "band": "Up to $999,999.99",
        "rate": "1.25%"
      },
      {
        "band": "$1,000,000 to $1,999,999.99",
        "rate": "1%"
      },
      {
        "band": "$2,000,000 to $4,999,999.99",
        "rate": "0.8%"
      },
      {
        "band": "Above $5,000,000",
        "rate": "0.5%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "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"
        ],
        "quotes": [
          "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."
        ]
      }
    ],
    "quotes": [
      "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."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/stewards-advisory-services-marion-ia-295694.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 33,
      "fewer_than_5": false,
      "raum": 10688086.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 28,
      "fewer_than_5": false,
      "raum": 51330984.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 749627.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 10,
      "fewer_than_5": false,
      "raum": 64926693.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 350396.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/295694",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}