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Stewardship Advisors, LLC

● SEC registered since 2016CRD 277099SEC# 801-108174Mount Joy, PA
Export (members)
Reg. AUM
$461.5M
Employees
14
Accounts
2,014
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 $461.5 million in regulatory assets under management and employs 14 people.
www.mystewardshipadvisor.comView on SEC.gov ↗

Stewardship Advisors, LLC owners & executives

6 reported
NameTitleOwnershipSince
John Charles Simkins ControlMember/Partner10-25%2011
Logan David KreadyMember5-10%2023
Mark Allen Brinser ControlMember/Chief Compliance Officer10-25%2011
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Frequently asked questions

How much does Stewardship Advisors, LLC manage?

Stewardship Advisors, LLC reports $461.5 million in regulatory assets under management on its Form ADV.

How many employees does Stewardship Advisors, LLC have?

Stewardship Advisors, LLC reports 14 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

Address321 W. Main Street, Mount Joy, PA 17552
Phone(717) 492-4787
Fax(717) 283-4049
Office hoursBy Appointment Only
SEC regionPhiladelphia Regional Office (PLRO)
CIK1733219
Discloses disciplinary historyNo

Assets under management

Discretionary$457.4M
Non-discretionary$4.2M
Total (RAUM)$461.5M