{
  "crd_number": 115340,
  "slug": "stewardship-partners-investment-counsel-inc-matthews-nc-115340",
  "primary_business_name": "STEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC.",
  "legal_name": "STEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC.",
  "dbas": [],
  "city": "Matthews",
  "state": "NC",
  "country": "United States",
  "cbsa_code": "16740",
  "metro": {
    "cbsa_code": "16740",
    "common_name": "Charlotte",
    "msa_name": "Charlotte-Concord-Gastonia, NC-SC",
    "path": "/advisors/nc/charlotte"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2004-02-10",
  "years_registered": 22,
  "period": "2026-10-01",
  "filing_date": "2025-12-16",
  "carried_forward": false,
  "raum_total": 73217944.0,
  "raum_discretionary": 73217944.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 4,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 2381550.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 24431263.0,
      "count": 130
    },
    "high_net_worth_individuals": {
      "raum": 45782339.0,
      "count": 12
    },
    "corporations_other_businesses": {
      "raum": 622792.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "GA",
    "IL",
    "IN",
    "KY",
    "LA",
    "MI",
    "NC",
    "NE",
    "NH",
    "NV",
    "OH",
    "PA",
    "SC",
    "TN",
    "TX",
    "WA"
  ],
  "websites": [
    "https://facebook.com/StewardshipPartners",
    "https://stewardscreen.com",
    "https://stewardshippartners.com",
    "https://x.com/stewardshippart"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/115340",
  "city_as_filed": "MATTHEWS",
  "url": "https://advisorcensus.com/firm/stewardship-partners-investment-counsel-inc-matthews-nc-115340",
  "display_name": "Stewardship Partners Investment Counsel, Inc.",
  "summary": "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.",
  "citation": "AdvisorCensus. Stewardship Partners Investment Counsel, Inc. (CRD 115340): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Stewardship Partners Investment Counsel, Inc. compensated?",
      "a": "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."
    },
    {
      "q": "Where is Stewardship Partners Investment Counsel, Inc. located?",
      "a": "Stewardship Partners Investment Counsel, Inc.'s principal office is in Matthews, NC, according to its Form ADV."
    },
    {
      "q": "Is Stewardship Partners Investment Counsel, Inc. registered with the SEC or a state?",
      "a": "Stewardship Partners Investment Counsel, Inc. is an SEC-registered investment advisory firm, registered since 2004. Status as filed: Approved. CRD 115340."
    },
    {
      "q": "How much does Stewardship Partners Investment Counsel, Inc. manage?",
      "a": "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)."
    },
    {
      "q": "How have Stewardship Partners Investment Counsel, Inc.'s assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Stewardship Partners Investment Counsel, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (130); high net worth individuals (12)."
    },
    {
      "q": "Which custodians does Stewardship Partners Investment Counsel, Inc. use?",
      "a": "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."
    },
    {
      "q": "Does Stewardship Partners Investment Counsel, Inc. report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Stewardship Partners Investment Counsel, Inc. state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in Stewardship Partners Investment Counsel, Inc.'s recent Form ADV filings?",
      "a": "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."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 65150732.0,
      "total_employees": 5,
      "filing_date": "2021-07-15"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 63486190.0,
      "total_employees": 5,
      "filing_date": "2021-12-22"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 48127676.0,
      "total_employees": 5,
      "filing_date": "2023-08-02"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 58217382.0,
      "total_employees": 4,
      "filing_date": "2023-12-20"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 62048714.0,
      "total_employees": 4,
      "filing_date": "2025-07-14"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 73217944.0,
      "total_employees": 4,
      "filing_date": "2025-12-16"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "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."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated December 16, 2025",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$50,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $50,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Generally, Stewardship Partners’ account minimum is $50,000. Exceptions may be made under certain circumstances."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 50000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Generally, Stewardship Partners’ account minimum is $50,000. Exceptions may be made under certain circumstances."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/stewardship-partners-investment-counsel-inc-matthews-nc-115340.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 130,
      "fewer_than_5": false,
      "raum": 24431263.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 12,
      "fewer_than_5": false,
      "raum": 45782339.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 2381550.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 622792.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "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/115340",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}