Stewardship Concepts Financial Services LLC
● SEC registered since 2025CRD 330611SEC# 801-134171Spokane, WA
Reg. AUM
$174.6M
Employees
4
Accounts
892
Location
Spokane, WA
Stewardship Concepts Financial Services LLC assets under management
Stewardship Concepts Financial Services LLC is a registered investment adviser overseen by the SEC based in Spokane, WA. The firm has been registered since 2025. It reports $174.6 million in regulatory assets under management and employs 4 people.
Stewardship Concepts Financial Services LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Amy Sue Drury Control | Managing Member & Cco | Under 5% | 2024 |
| Noah Gilmore Schwab Control | Managing Member | 5-10% | 2024 |
| Scfs LLC Control | Member | Over 75% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Stewardship Concepts Financial Services LLC manage?
Stewardship Concepts Financial Services LLC reports $174.6 million in regulatory assets under management on its Form ADV.
How many employees does Stewardship Concepts Financial Services LLC have?
Stewardship Concepts Financial Services LLC reports 4 employees.
Where is Stewardship Concepts Financial Services LLC located?
Stewardship Concepts Financial Services LLC is based in Spokane, WA and has been SEC-registered since 2025.
Does Stewardship Concepts Financial Services LLC disclose fund performance?
Stewardship Concepts Financial Services LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7307 N Division St Ste 205, Spokane, WA 99208 |
| Phone | 509-443-0845 |
| Office hours | 8:00 a.m. - 4:30 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$174.6M▲ 64%
Jul '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 79%
Larger than 21% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$174.6Mregulatory AUM
Discretionary $166.4MNon-discretionary $8.2M