STEWARDSHIP ADVISORS, LLC

CRD 277099 · SEC 801-108174

Visit website

321 W. MAIN STREET, MOUNT JOY, PA, 17552, United States

Phone

(717) 492-4787

Fax

(717) 283-4049

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$545.2M

Discretionary AUM

$538.1M

Team

15 total employees; 10 advisory reps; 23 broker-dealer reps

Clients

26-50

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-16

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars

Client types

Type	Clients	AUM
Individuals	528	$208.7M
High net worth individuals	146	$301.9M
Charitable organizations	13	$28.8M

States served

PA, TX, FL

All web addresses on file

HTTP://WWW.MYSTEWARDSHIPADVISOR.COM
https://www.instagram.com/stewardshipadvisors/
https://www.linkedin.com/company/stewardship-advisors-llc
https://www.facebook.com/stewardshipadvisors
https://www.youtube.com/channel/UCs2GoWZh0ibhKYoRaLQaaZA

Official SEC filing: View on IAPD