{
  "crd_number": 282050,
  "slug": "the-stewardship-solution-282050",
  "primary_business_name": "THE STEWARDSHIP SOLUTION",
  "legal_name": "THE STEWARDSHIP SOLUTION, LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2016-02-25",
  "years_registered": 10,
  "period": "2026-10-01",
  "filing_date": "2026-07-22",
  "carried_forward": false,
  "raum_total": 14779191.0,
  "raum_discretionary": 14416702.0,
  "raum_non_discretionary": 362489.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 8574424.0,
      "count": 59
    },
    "high_net_worth_individuals": {
      "raum": 6204767.0,
      "count": 12
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "market_timing",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "CA",
    "TN"
  ],
  "websites": [
    "https://facebook.com/profile.php?id=100045481182812",
    "https://thestewardshipsolution.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/282050",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    }
  ],
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/the-stewardship-solution-282050",
  "display_name": "The Stewardship Solution",
  "summary": "The Stewardship Solution is a state-registered investment advisory firm, registered since 2016, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 22, 2026.",
  "citation": "AdvisorCensus. The Stewardship Solution (CRD 282050): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-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",
    "Selection of other advisers (including private fund managers)",
    "Market timing services"
  ],
  "quick_answers": [
    {
      "q": "How is The Stewardship Solution compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), The Stewardship Solution reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Is The Stewardship Solution registered with the SEC or a state?",
      "a": "The Stewardship Solution is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 282050."
    },
    {
      "q": "How much does The Stewardship Solution manage?",
      "a": "The Stewardship Solution reports $14,779,191 in regulatory assets under management in its Form ADV filing dated July 22, 2026 (98% discretionary)."
    },
    {
      "q": "What types of clients does The Stewardship Solution serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (59); high net worth individuals (12)."
    },
    {
      "q": "Does The Stewardship Solution report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/282050"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/the-stewardship-solution-282050.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 59,
      "fewer_than_5": false,
      "raum": 8574424.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 12,
      "fewer_than_5": false,
      "raum": 6204767.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "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/282050",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}