{
  "crd_number": 121348,
  "slug": "stewardship-trust-advisors-grandville-mi-121348",
  "primary_business_name": "STEWARDSHIP TRUST ADVISORS",
  "legal_name": "PILGRIMS CAPITAL ADVISORS, INC.",
  "dbas": [],
  "city": "Grandville",
  "state": "MI",
  "country": "United States",
  "cbsa_code": "24340",
  "metro": {
    "cbsa_code": "24340",
    "common_name": "Grand Rapids",
    "msa_name": "Grand Rapids-Wyoming-Kentwood, MI",
    "path": "/advisors/mi/grand-rapids"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2023-11-27",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-03-20",
  "carried_forward": false,
  "raum_total": 294874206.0,
  "raum_discretionary": 268143896.0,
  "raum_non_discretionary": 26730310.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 7,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 152254310.0,
      "count": 238
    },
    "high_net_worth_individuals": {
      "raum": 142619896.0,
      "count": 47
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "MI",
    "TX"
  ],
  "websites": [
    "https://stw.adv.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/121348",
  "city_as_filed": "GRANDVILLE",
  "url": "https://advisorcensus.com/firm/stewardship-trust-advisors-grandville-mi-121348",
  "display_name": "Stewardship Trust Advisors",
  "summary": "Stewardship Trust Advisors is an SEC-registered investment advisory firm in Grandville, MI, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 20, 2026.",
  "citation": "AdvisorCensus. Stewardship Trust Advisors (CRD 121348): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-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",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Stewardship Trust Advisors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Stewardship Trust Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Stewardship Trust Advisors located?",
      "a": "Stewardship Trust Advisors' principal office is in Grandville, MI, according to its Form ADV."
    },
    {
      "q": "Is Stewardship Trust Advisors registered with the SEC or a state?",
      "a": "Stewardship Trust Advisors is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 121348."
    },
    {
      "q": "How much does Stewardship Trust Advisors manage?",
      "a": "Stewardship Trust Advisors reports $294,874,206 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (91% discretionary)."
    },
    {
      "q": "How have Stewardship Trust Advisors' assets and staff changed since 2024?",
      "a": "In the Form ADV data for Stewardship Trust Advisors: Regulatory assets under management: $195,200,000 in the October 2024 data and $294,874,206 in the October 2026 data, up 51%. Total employees: 6 in October 2024 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Stewardship Trust Advisors serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (238); high net worth individuals (47)."
    },
    {
      "q": "Does Stewardship Trust Advisors 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/121348"
    },
    {
      "q": "What changed in Stewardship Trust Advisors' recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $245,377,000 to $294,874,206 (+20%)."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 195200000.0,
      "total_employees": 6,
      "filing_date": "2024-02-02"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 245377000.0,
      "total_employees": 7,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 294874206.0,
      "total_employees": 7,
      "filing_date": "2026-03-20"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $245,377,000 to $294,874,206 (+20%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/stewardship-trust-advisors-grandville-mi-121348.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 238,
      "fewer_than_5": false,
      "raum": 152254310.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 47,
      "fewer_than_5": false,
      "raum": 142619896.0
    }
  ],
  "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/121348",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}
