# Stewardship Capital

> Stewardship Capital is an SEC-registered investment advisory firm in Independence, MO, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 13, 2026.

- CRD: 110944
- Filed as: STEWARDSHIP CAPITAL
- Legal name: Stewardship Capital, Ltd.
- Also doing business as: STEWARDSHIP CAPITAL
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Independence, MO
- Filing period: October 2026
- Form ADV filing dated: March 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/110944
- AdvisorCensus page: https://advisorcensus.com/firm/stewardship-capital-independence-mo-110944

## Quick answers

**How is Stewardship Capital compensated?**
On its Form ADV (Item 5.E, October 2026), Stewardship Capital reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Stewardship Capital located?**
Stewardship Capital's principal office is in Independence, MO, according to its Form ADV.

**Is Stewardship Capital registered with the SEC or a state?**
Stewardship Capital is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 110944.

**How much does Stewardship Capital manage?**
Stewardship Capital reports $168,360,014 in regulatory assets under management in its Form ADV filing dated March 13, 2026 (100% discretionary).

**How have Stewardship Capital's assets and staff changed since 2024?**
In the Form ADV data for Stewardship Capital: Regulatory assets under management: $136,267,719 in the October 2024 data and $168,360,014 in the October 2026 data, up 24%. Total employees: 4 in October 2024 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Stewardship Capital serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (328); high net worth individuals (57); charitable organizations (7).

**Which custodians does Stewardship Capital use?**
Stewardship Capital's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Stewardship Capital 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/110944

**What changed in Stewardship Capital's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $141,502,597 to $168,360,014 (+19%).

## From the Form ADV filing

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

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

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: $168,360,014
- Discretionary: $168,360,014
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 328 | $63,617,630 |
| High net worth individuals | 57 | $101,240,610 |
| Charitable organizations | 7 | $3,501,774 |

### 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
- Educational seminars/workshops

### Firm details
- Registered since: 2024 (2 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: KS, MO, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- creators.spotify.com/pod/profile/thecommoncentsshow
- getyourmoneymoving.com
- stewcap.com
- Facebook @STEWCAP
- Instagram @stewcap1
- LinkedIn @4475534
- YouTube @Stewcapital

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $136,267,719 | 4 | June 9, 2024 |
| October 2025 | $141,502,597 | 5 | March 12, 2025 |
| October 2026 | $168,360,014 | 5 | March 13, 2026 |

Regulatory assets under management: $136,267,719 in the October 2024 data and $168,360,014 in the October 2026 data, up 24%.
Total employees: 4 in October 2024 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $141,502,597 to $168,360,014 (+19%).

### January 2026
- No longer registered or notice-filed in LA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stewardship Capital (CRD 110944): Form ADV filing data as of October 2026.