Stewardship Advisors, LLC
● SEC registered since 2016CRD 277099SEC# 801-108174Mount Joy, PA
Reg. AUM
$545.2M
Employees
15
Accounts
2,247
Location
Mount Joy, PA
Stewardship Advisors, LLC assets under management
Stewardship Advisors, LLC is a registered investment adviser overseen by the SEC based in Mount Joy, PA. The firm has been registered since 2016. It reports $545.2 million in regulatory assets under management and employs 15 people.
Stewardship Advisors, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Charles Simkins Control | Member/Partner | 10-25% | 2011 |
| Logan David Kready | Member | 5-10% | 2023 |
| Mark Allen Brinser Control | Member/Chief Compliance Officer | 10-25% | 2011 |
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Join to unlock · $37/moFrequently asked questions
How much does Stewardship Advisors, LLC manage?
Stewardship Advisors, LLC reports $545.2 million in regulatory assets under management on its Form ADV.
How many employees does Stewardship Advisors, LLC have?
Stewardship Advisors, LLC reports 15 employees.
Where is Stewardship Advisors, LLC located?
Stewardship Advisors, LLC is based in Mount Joy, PA and has been SEC-registered since 2016.
Does Stewardship Advisors, LLC disclose fund performance?
Stewardship Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 321 W. Main Street, Mount Joy, PA 17552 |
| Phone | (717) 492-4787 |
| Fax | (717) 283-4049 |
| Office hours | By Appointment Only |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1733219 |
| Discloses disciplinary history | No |
Regulatory AUM
$545.2M▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 46%
Larger than 54% of 16,271 advisers
EmployeesTop 30%
More than 70% of 16,825 advisers
Assets under management
$545.2Mregulatory AUM
Discretionary $538.1MNon-discretionary $7.1M