{
  "crd_number": 277099,
  "slug": "stewardship-advisors-llc-mount-joy-pa-277099",
  "primary_business_name": "STEWARDSHIP ADVISORS, LLC",
  "legal_name": "STEWARDSHIP ADVISORS, LLC",
  "dbas": [],
  "city": "Mount Joy",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "29540",
  "metro": {
    "cbsa_code": "29540",
    "common_name": "Lancaster",
    "msa_name": "Lancaster, PA",
    "path": "/advisors/pa/lancaster"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2016-07-29",
  "years_registered": 10,
  "period": "2026-10-01",
  "filing_date": "2026-03-16",
  "carried_forward": false,
  "raum_total": 545180460.0,
  "raum_discretionary": 538071393.0,
  "raum_non_discretionary": 7109067.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 15,
  "advisory_employees": 10,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 28802067.0,
      "count": 13
    },
    "individuals": {
      "raum": 208653541.0,
      "count": 528
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 617752.0,
      "count": 0,
      "fewer_than_5": true
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 301913789.0,
      "count": 146
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 5193311.0,
      "count": null,
      "fewer_than_5": true
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "periodicals_newsletters",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "PA",
    "TX"
  ],
  "websites": [
    "https://facebook.com/stewardshipadvisors",
    "https://instagram.com/stewardshipadvisors",
    "https://linkedin.com/company/stewardship-advisors-llc",
    "https://mystewardshipadvisor.com",
    "https://youtube.com/channel/UCs2GoWZh0ibhKYoRaLQaaZA"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/277099",
  "city_as_filed": "MOUNT JOY",
  "url": "https://advisorcensus.com/firm/stewardship-advisors-llc-mount-joy-pa-277099",
  "display_name": "Stewardship Advisors, LLC",
  "summary": "Stewardship Advisors, LLC is an SEC-registered investment advisory firm in Mount Joy, PA, registered since 2016, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 16, 2026.",
  "citation": "AdvisorCensus. Stewardship Advisors, LLC (CRD 277099): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "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",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Publication of periodicals or newsletters",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Stewardship Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Stewardship Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Stewardship Advisors, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 16, 2026 states: Flat fee: $1,000 to $10,000 (project-based financial planning services); Subscription: $100 to $1,000 a month (annual consultation engagement). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Stewardship Advisors, LLC located?",
      "a": "Stewardship Advisors, LLC's principal office is in Mount Joy, PA, according to its Form ADV."
    },
    {
      "q": "Is Stewardship Advisors, LLC registered with the SEC or a state?",
      "a": "Stewardship Advisors, LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 277099."
    },
    {
      "q": "How much does Stewardship Advisors, LLC manage?",
      "a": "Stewardship Advisors, LLC reports $545,180,460 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (99% discretionary)."
    },
    {
      "q": "How have Stewardship Advisors, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Stewardship Advisors, LLC: Regulatory assets under management: $290,694,824 in the October 2021 data and $545,180,460 in the October 2026 data, up 88%. Total employees: 7 in October 2021 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Stewardship Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (528); high net worth individuals (146); charitable organizations (13)."
    },
    {
      "q": "Which custodians does Stewardship Advisors, LLC use?",
      "a": "Stewardship Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists SEI Investments Distribution Co. and Trade-PMR Inc. as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Stewardship Advisors, LLC 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/277099"
    },
    {
      "q": "What changed in Stewardship Advisors, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 9 to 10. Regulatory assets under management went from $461,547,165 to $545,180,460 (+18%). Registered or notice-filed in FL."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 290694824.0,
      "total_employees": 7,
      "filing_date": "2021-09-27"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 321606300.0,
      "total_employees": 10,
      "filing_date": "2022-07-21"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 281806315.0,
      "total_employees": 11,
      "filing_date": "2023-09-28"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 321183653.0,
      "total_employees": 11,
      "filing_date": "2024-08-16"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 461547165.0,
      "total_employees": 14,
      "filing_date": "2025-03-17"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 545180460.0,
      "total_employees": 15,
      "filing_date": "2026-03-16"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 9 to 10.",
        "Regulatory assets under management went from $461,547,165 to $545,180,460 (+18%).",
        "Registered or notice-filed in FL."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 16, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $1,000 to $10,000 (project-based financial planning services)",
      "Subscription: $100 to $1,000 a month (annual consultation engagement)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $1,000 to $10,000 (project-based financial planning services)"
        ],
        "quotes": [
          "We are compensated for project -based services via a fixed fee ranging from $1,000 to $10,000 per plan."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $100 to $1,000 a month (annual consultation engagement)"
        ],
        "quotes": [
          "The annual consultation fee is $100 to $1,000 per month, paid in equal monthly or quarterly installments per your preference"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 1000.0,
          "max": 10000.0,
          "period": "one_time",
          "service": "project-based financial planning services"
        },
        {
          "kind": "subscription",
          "amount": null,
          "min": 100.0,
          "max": 1000.0,
          "period": "monthly",
          "service": "annual consultation engagement"
        }
      ]
    },
    "quotes": [
      "We are compensated for project -based services via a fixed fee ranging from $1,000 to $10,000 per plan.",
      "The annual consultation fee is $100 to $1,000 per month, paid in equal monthly or quarterly installments per your preference"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "SEI Investments Distribution Co.",
      "name_as_filed": "SEI INVESTMENTS DISTRIBUTION CO.",
      "affiliated": false
    },
    {
      "name": "Trade-PMR Inc.",
      "name_as_filed": "TRADE-PMR 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/stewardship-advisors-llc-mount-joy-pa-277099.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 528,
      "fewer_than_5": false,
      "raum": 208653541.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 146,
      "fewer_than_5": false,
      "raum": 301913789.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": true,
      "raum": 617752.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 13,
      "fewer_than_5": false,
      "raum": 28802067.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 5193311.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "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/277099",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}