# The Stewardship Center, Inc.

> The Stewardship Center, Inc. is an SEC-registered investment advisory firm in St Louis, MO, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 3, 2026.

- CRD: 112626
- Filed as: THE STEWARDSHIP CENTER, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: St Louis, MO
- Filing period: October 2026
- Form ADV filing dated: February 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/112626
- AdvisorCensus page: https://advisorcensus.com/firm/the-stewardship-center-inc-st-louis-mo-112626

## Quick answers

**How is The Stewardship Center, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), The Stewardship Center, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is The Stewardship Center, Inc. located?**
The Stewardship Center, Inc.'s principal office is in St Louis, MO, according to its Form ADV.

**Is The Stewardship Center, Inc. registered with the SEC or a state?**
The Stewardship Center, Inc. is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 112626.

**How much does The Stewardship Center, Inc. manage?**
The Stewardship Center, Inc. reports $145,947,279 in regulatory assets under management in its Form ADV filing dated February 3, 2026 (97% discretionary).

**How have The Stewardship Center, Inc.'s assets and staff changed since 2025?**
In the Form ADV data for The Stewardship Center, Inc.: Regulatory assets under management: $135,072,381 in the October 2025 data and $145,947,279 in the October 2026 data, up 8%. Total employees: 2 in October 2025 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does The Stewardship Center, Inc. serve?**
By number of clients on Form ADV Item 5.D: charitable organizations (54); high net worth individuals (8); individuals (other than high net worth individuals) (6).

**Which custodians does The Stewardship Center, Inc. use?**
The Stewardship Center, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does The Stewardship Center, 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/112626

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $145,947,279
- Discretionary: $141,034,407
- Non-discretionary: $4,912,872

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $222,479 |
| High net worth individuals | 8 | $27,749,723 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $4,912,872 |
| Charitable organizations | 54 | $113,062,205 |

### 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
- Pension consulting services

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, MO, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- thestewardshipcenter.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $135,072,381 | 2 | July 22, 2025 |
| October 2026 | $145,947,279 | 2 | February 3, 2026 |

Regulatory assets under management: $135,072,381 in the October 2025 data and $145,947,279 in the October 2026 data, up 8%.
Total employees: 2 in October 2025 and 2 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Stewardship Center, Inc. (CRD 112626): Form ADV filing data as of October 2026.