{
  "crd_number": 156797,
  "slug": "stewardship-matters-maitland-fl-156797",
  "primary_business_name": "STEWARDSHIP MATTERS",
  "legal_name": "STEWARDSHIP MATTERS, INC.",
  "dbas": [],
  "city": "Maitland",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "36740",
  "metro": {
    "cbsa_code": "36740",
    "common_name": "Orlando",
    "msa_name": "Orlando-Kissimmee-Sanford, FL",
    "path": "/advisors/fl/orlando"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2011-09-07",
  "years_registered": 15,
  "period": "2026-10-01",
  "filing_date": "2026-02-02",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 3,
  "states_registered": [
    "FL"
  ],
  "websites": [
    "https://stewardshipmatters.net",
    "https://youtube.com/channel/UCKryftKNI_VNv5nbWeCAF6A"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/156797",
  "disclosure_items": [
    {
      "item": "11.D(1)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?"
    },
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": "MAITLAND",
  "url": "https://advisorcensus.com/firm/stewardship-matters-maitland-fl-156797",
  "display_name": "Stewardship Matters",
  "summary": "Stewardship Matters is a state-registered investment advisory firm in Maitland, FL, registered since 2011, with no regulatory assets under management reported in its Form ADV filing dated February 2, 2026.",
  "citation": "AdvisorCensus. Stewardship Matters (CRD 156797): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Stewardship Matters compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Stewardship Matters reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Stewardship Matters located?",
      "a": "Stewardship Matters' principal office is in Maitland, FL, according to its Form ADV."
    },
    {
      "q": "Is Stewardship Matters registered with the SEC or a state?",
      "a": "Stewardship Matters is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 156797."
    },
    {
      "q": "Does Stewardship Matters report any disciplinary disclosures?",
      "a": "Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.D(1) (another regulator's finding of a false statement or omission, or of dishonest, unfair, or unethical conduct), 11.D(2) (another regulator's finding of a violation), and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/156797"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/stewardship-matters-maitland-fl-156797.md",
  "clients": [],
  "disclosure_line": "Reports 3 disclosure items on Form ADV Item 11.",
  "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/156797",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}