Stewardship Partners Investment Counsel, Inc.
● SEC registered since 2004CRD 115340SEC# 801-62738
Reg. AUM
$73.2M
Employees
4
Accounts
325
Location
—
Stewardship Partners Investment Counsel, Inc. assets under management
Stewardship Partners Investment Counsel, Inc. is an SEC-registered investment adviser. The firm has been registered since 2004. It reports $73.2 million in regulatory assets under management and employs 4 people.
Stewardship Partners Investment Counsel, Inc. owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Carol Leonard Control | Director | 10-25% | 2000 |
| Heather Long | Shareholder | 10-25% | 2004 |
| Helen Marie-Anne Loo | Shareholder | 10-25% | 2007 |
See all 10 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Stewardship Partners Investment Counsel, Inc. manage?
Stewardship Partners Investment Counsel, Inc. reports $73.2 million in regulatory assets under management on its Form ADV.
How many employees does Stewardship Partners Investment Counsel, Inc. have?
Stewardship Partners Investment Counsel, Inc. reports 4 employees.
Does Stewardship Partners Investment Counsel, Inc. disclose fund performance?
Stewardship Partners Investment Counsel, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 1-800-930-6949 |
| Fax | 1-800-930-6949 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1316900 |
| Discloses disciplinary history | No |
Regulatory AUM
$73.2M▲ 18%
Jul '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 95%
Larger than 5% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$73.2Mregulatory AUM
Discretionary $73.2M