Stewardship Partners Investment Counsel, Inc.
Stewardship Partners Investment Counsel, Inc. is an SEC-registered mass-market adviser with $73.2M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Stewardship Partners Investment Counsel, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 115340, SEC 801-62738, data through 2025-12-16.
- AUM (assets under management / regulatory AUM)
- $73.2M (2025-12-16)
- Firm type
- Mass-Market Adviser
- Employees
- 4
- Clients
- 142
- CRD
- 115340
- Ownership
- LEONARD, HOWARD, JOSEPH; LONG, MARK, ANDREW; BURNS, TIMOTHY, PAUL; LEONARD, CAROL; LOO, SIMON, Y.
How much AUM does Stewardship Partners Investment Counsel, Inc. have?
Stewardship Partners Investment Counsel, Inc. reported $73.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2025-12-16).
Who owns Stewardship Partners Investment Counsel, Inc.?
Disclosed owners and executives of Stewardship Partners Investment Counsel, Inc. include LEONARD, HOWARD, JOSEPH, LONG, MARK, ANDREW, BURNS, TIMOTHY, PAUL, LEONARD, CAROL, LOO, SIMON, Y.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.