Stewardship Capital, Ltd.
● SEC registered since 2024CRD 110944SEC# 801-130645Independence, MO
Reg. AUM
$168.4M
Employees
5
Accounts
392
Location
Independence, MO
Stewardship Capital, Ltd. assets under management
Stewardship Capital, Ltd. is an SEC-registered investment adviser based in Independence, MO. The firm has been registered since 2024. It reports $168.4 million in regulatory assets under management and employs 5 people.
Stewardship Capital, Ltd. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Lucas Konrad Davis Control | Chief Compliance Officer And Director Of Operations | Under 5% | 2017 |
| Ronald Clark Finke Control | President, Chief Investment Officer | Over 75% | 1997 |
Frequently asked questions
How much does Stewardship Capital, Ltd. manage?
Stewardship Capital, Ltd. reports $168.4 million in regulatory assets under management on its Form ADV.
How many employees does Stewardship Capital, Ltd. have?
Stewardship Capital, Ltd. reports 5 employees.
Where is Stewardship Capital, Ltd. located?
Stewardship Capital, Ltd. is based in Independence, MO and has been SEC-registered since 2024.
Does Stewardship Capital, Ltd. disclose fund performance?
Stewardship Capital, Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4200 Little Blue Parkway, Suite 650, Independence, MO 64057 |
| Phone | 816-833-6650 |
| Fax | 816-335-4054 |
| Office hours | 8:00 a.m. To 4:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$168.4M▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 80%
Larger than 20% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$168.4Mregulatory AUM
Discretionary $168.4M