PPrivate Fund Data Log in Join · $37/mo

Stewardship Capital, Ltd.

● SEC registered since 2024CRD 110944SEC# 801-130645Independence, MO
Export (members)
Reg. AUM
$141.5M
Employees
5
Accounts
840
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 $141.5 million in regulatory assets under management and employs 5 people.
www.getyourmoneymoving.comView on SEC.gov ↗

Stewardship Capital, Ltd. owners & executives

2 reported
NameTitleOwnershipSince
Lucas Konrad Davis ControlChief Compliance Officer And Director Of OperationsUnder 5%2017
Ronald Clark Finke ControlPresident, Chief Investment OfficerOver 75%1997

Frequently asked questions

How much does Stewardship Capital, Ltd. manage?

Stewardship Capital, Ltd. reports $141.5 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

Address4200 Little Blue Parkway, Suite 650, Independence, MO 64057
Phone816-833-6650
Fax816-335-4054
Office hours8:00 a.m. To 4:30 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$141.5M
Non-discretionary$0
Total (RAUM)$141.5M