# Stewards Advisory Services

> 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.

- CRD: 295694
- Filed as: STEWARDS ADVISORY SERVICES
- Legal name: Lifespring Wealth Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Marion, IA
- Filing period: October 2026
- Form ADV filing dated: March 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/295694
- AdvisorCensus page: https://advisorcensus.com/firm/stewards-advisory-services-marion-ia-295694

## Quick answers

**How 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.

**How much does Stewards Advisory Services charge?**
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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated March 13, 2026)

- 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

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $128,045,786
- Discretionary: $128,045,786
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 33 | $10,688,086 |
| High net worth individuals | 28 | $51,330,984 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $749,627 |
| Charitable organizations | 10 | $64,926,693 |
| Corporations or other businesses not listed above | Fewer than 5 | $350,396 |

### 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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IA, NJ, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Dubuque, IA

### Websites listed on Form ADV (Item 1.I)
- creators.spotify.com/pod/profile/stewardsadvisoryservices
- stewardsadvisory.com
- wealth.emaplan.com/ema/SignIn
- Facebook @StewardsAdvisoryServices
- Instagram @stewardsadvisoryservices
- LinkedIn @stewards-advisory-services
- YouTube @UC0TJzvOHsgiMv3B4od8IOkg

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $100,490,771 | 2 | February 12, 2024 |
| October 2025 | $108,449,089 | 2 | April 28, 2025 |
| October 2026 | $128,045,786 | 2 | March 13, 2026 |

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.

## 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stewards Advisory Services (CRD 295694): Form ADV filing data as of October 2026.