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Stewardship Concepts Financial Services LLC

● SEC registered since 2025CRD 330611SEC# 801-134171Spokane, WA
Export (members)
Reg. AUM
$106.4M
Employees
4
Accounts
701
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 $106.4 million in regulatory assets under management and employs 4 people.
scfinancials.comView on SEC.gov ↗

Stewardship Concepts Financial Services LLC owners & executives

5 reported
NameTitleOwnershipSince
Amy Sue Drury ControlManaging Member & CcoUnder 5%2024
Noah Gilmore Schwab ControlManaging Member5-10%2024
Scfs LLC ControlMemberOver 75%2024
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Frequently asked questions

How much does Stewardship Concepts Financial Services LLC manage?

Stewardship Concepts Financial Services LLC reports $106.4 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

Address7307 N Division St Ste 205, Spokane, WA 99208
Phone509-443-0845
Office hours8:00 a.m. - 4:30 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$104.8M
Non-discretionary$1.6M
Total (RAUM)$106.4M