# Stewardship Financial

> Stewardship Financial is a state-registered investment advisory firm in Gilbert, AZ, registered since 2015, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 30, 2026.

- CRD: 281386
- Filed as: STEWARDSHIP FINANCIAL
- Legal name: The Illuminate Group, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Gilbert, AZ
- Filing period: October 2026
- Form ADV filing dated: April 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/281386
- AdvisorCensus page: https://advisorcensus.com/firm/stewardship-financial-gilbert-az-281386

## Quick answers

**How is Stewardship Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Stewardship Financial reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Stewardship Financial located?**
Stewardship Financial's principal office is in Gilbert, AZ, according to its Form ADV.

**Is Stewardship Financial registered with the SEC or a state?**
Stewardship Financial is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 281386.

**How much does Stewardship Financial manage?**
Stewardship Financial reports $83,096,734 in regulatory assets under management in its Form ADV filing dated April 30, 2026 (100% discretionary).

**What types of clients does Stewardship Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (234); high net worth individuals (21).

**Does Stewardship Financial report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/281386

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $83,096,734
- Discretionary: $83,096,734
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 234 | $45,230,101 |
| High net worth individuals | 21 | $37,866,633 |
| 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) | 0 | $0 |
| Charitable organizations | 0 | Not reported |
| 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 | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2015 (11 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- stewardship.pro
- Facebook @STEWARDSHIP.PRO
- Instagram @stewardship.pro
- LinkedIn @16271793
- X @STEWARDSHIP_PRO

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stewardship Financial (CRD 281386): Form ADV filing data as of October 2026.