# 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.

- CRD: 115340
- Filed as: STEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Matthews, NC
- Filing period: October 2026
- Form ADV filing dated: December 16, 2025
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/115340
- AdvisorCensus page: https://advisorcensus.com/firm/stewardship-partners-investment-counsel-inc-matthews-nc-115340

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated December 16, 2025)

- Account minimum: $50,000 (the brochure says it may be waived or negotiated)

> Generally, Stewardship Partners’ account minimum is $50,000. Exceptions may be made under certain circumstances.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- National Financial 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: $73,217,944
- Discretionary: $73,217,944
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 130 | $24,431,263 |
| High net worth individuals | 12 | $45,782,339 |
| Charitable organizations | Fewer than 5 | $2,381,550 |
| Corporations or other businesses not listed above | Fewer than 5 | $622,792 |

### 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

### Firm details
- Registered since: 2004 (22 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, FL, GA, IL, IN, KY, LA, MI, NC, NE, NH, NV, OH, PA, SC, TN, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [stewardscreen.com](https://stewardscreen.com)
- [stewardshippartners.com](https://stewardshippartners.com)
- Facebook @StewardshipPartners
- X @stewardshippart

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $65,150,732 | 5 | July 15, 2021 |
| October 2022 | $63,486,190 | 5 | December 22, 2021 |
| October 2023 | $48,127,676 | 5 | August 2, 2023 |
| October 2024 | $58,217,382 | 4 | December 20, 2023 |
| October 2025 | $62,048,714 | 4 | July 14, 2025 |
| October 2026 | $73,217,944 | 4 | December 16, 2025 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stewardship Partners Investment Counsel, Inc. (CRD 115340): Form ADV filing data as of October 2026.