# Stewardship Advisors, LLC

> 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.

- CRD: 277099
- Filed as: STEWARDSHIP ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Mount Joy, PA
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/277099
- AdvisorCensus page: https://advisorcensus.com/firm/stewardship-advisors-llc-mount-joy-pa-277099

## Quick answers

**How is Stewardship Advisors, LLC compensated?**
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).

**How much does Stewardship Advisors, LLC charge?**
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.

**Where is Stewardship Advisors, LLC located?**
Stewardship Advisors, LLC's principal office is in Mount Joy, PA, according to its Form ADV.

**Is Stewardship Advisors, LLC registered with the SEC or a state?**
Stewardship Advisors, LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 277099.

**How much does Stewardship Advisors, LLC manage?**
Stewardship Advisors, LLC reports $545,180,460 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (99% discretionary).

**How have Stewardship Advisors, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Stewardship Advisors, LLC serve?**
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).

**Which custodians does Stewardship Advisors, LLC use?**
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.

**Does Stewardship Advisors, LLC 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/277099

**What changed in Stewardship Advisors, LLC's recent Form ADV filings?**
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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 16, 2026)

- Flat fee: $1,000 to $10,000 (project-based financial planning services)

> We are compensated for project -based services via a fixed fee ranging from $1,000 to $10,000 per plan.

- Subscription: $100 to $1,000 a month (annual consultation engagement)

> The annual consultation fee is $100 to $1,000 per month, paid in equal monthly or quarterly installments per your preference

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- SEI Investments Distribution Co.
- Trade-PMR 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: $545,180,460
- Discretionary: $538,071,393
- Non-discretionary: $7,109,067

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 528 | $208,653,541 |
| High net worth individuals | 146 | $301,913,789 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $617,752 |
| Charitable organizations | 13 | $28,802,067 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $5,193,311 |
| Other | 0 | $0 |

### 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2016 (10 years)
- Employees: 15 total, 10 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mystewardshipadvisor.com
- Facebook @stewardshipadvisors
- Instagram @stewardshipadvisors
- LinkedIn @stewardship-advisors-llc
- YouTube @UCs2GoWZh0ibhKYoRaLQaaZA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $290,694,824 | 7 | September 27, 2021 |
| October 2022 | $321,606,300 | 10 | July 21, 2022 |
| October 2023 | $281,806,315 | 11 | September 28, 2023 |
| October 2024 | $321,183,653 | 11 | August 16, 2024 |
| October 2025 | $461,547,165 | 14 | March 17, 2025 |
| October 2026 | $545,180,460 | 15 | March 16, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stewardship Advisors, LLC (CRD 277099): Form ADV filing data as of October 2026.