AdvisorCensus / Financial advisors / North Carolina / Charlotte / Stewardship Partners Investment Counsel, Inc.
Stewardship Partners Investment Counsel, Inc.
Filed as STEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC.
Stewardship Partners Investment Counsel, Inc. is an SEC-registered investment advisory firm in Matthews, NC, registered since 2004, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated December 16, 2025.
Quick answers
From the filingHow is Stewardship Partners Investment Counsel, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Stewardship Partners Investment Counsel, Inc. reports these compensation arrangements: a percentage of assets under its management.
Where is Stewardship Partners Investment Counsel, Inc. located?
Stewardship Partners Investment Counsel, Inc.'s principal office is in Matthews, NC, according to its Form ADV.
Is Stewardship Partners Investment Counsel, Inc. registered with the SEC or a state?
Stewardship Partners Investment Counsel, Inc. is an SEC-registered investment advisory firm, registered since 2004. Status as filed: Approved. CRD 115340.
How much does Stewardship Partners Investment Counsel, Inc. manage?
Stewardship Partners Investment Counsel, Inc. reports $73,217,944 in regulatory assets under management in its Form ADV filing dated December 16, 2025 (100% discretionary).
How have Stewardship Partners Investment Counsel, Inc.'s assets and staff changed since 2021?
In the Form ADV data for Stewardship Partners Investment Counsel, Inc.: Regulatory assets under management: $65,150,732 in the October 2021 data and $73,217,944 in the October 2026 data, up 12%. Total employees: 5 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Stewardship Partners Investment Counsel, Inc. serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (130); high net worth individuals (12).
Which custodians does Stewardship Partners Investment Counsel, Inc. use?
Stewardship Partners Investment Counsel, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets.
Does Stewardship Partners Investment Counsel, Inc. 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/115340
Does Stewardship Partners Investment Counsel, Inc. state an account minimum?
Its Form ADV Part 2A brochure dated December 16, 2025 says: "Generally, Stewardship Partners’ account minimum is $50,000. Exceptions may be made under certain circumstances."
What changed in Stewardship Partners Investment Counsel, Inc.'s recent Form ADV filings?
In the January 2026 filing data: Regulatory assets under management went from $62,048,714 to $73,217,944 (+18%). Registered or notice-filed in MI. No longer registered or notice-filed in CO.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: $50,000 (the brochure says it may be waived or negotiated)
The brochure's wording
Generally, Stewardship Partners’ account minimum is $50,000. Exceptions may be made under certain circumstances.
As stated in the firm's Form ADV Part 2A brochure dated December 16, 2025. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$73,217,944 as of October 2026, filing dated December 16, 2025.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
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
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2004 (22 years)
- Employees
- Total: 4. Performing investment advisory functions: 3.
- Wrap fee program participation
- Yes.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
18 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $73,217,944 | 4 | December 16, 2025 |
| October 2025 | $62,048,714 | 4 | July 14, 2025 |
| October 2024 | $58,217,382 | 4 | December 20, 2023 |
| October 2023 | $48,127,676 | 5 | August 2, 2023 |
| October 2022 | $63,486,190 | 5 | December 22, 2021 |
| October 2021 | $65,150,732 | 5 | July 15, 2021 |
Regulatory assets under management: $65,150,732 in the October 2021 data and $73,217,944 in the October 2026 data, up 12%.
Total employees: 5 in October 2021 and 4 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- January 2026
- Regulatory assets under management went from $62,048,714 to $73,217,944 (+18%).
- Registered or notice-filed in MI.
- No longer registered or notice-filed in CO.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Stewardship Partners Investment Counsel, Inc. (CRD 115340): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/stewardship-partners-investment-counsel-inc-matthews-nc-115340