Stewardship Advisors, LLC
Stewardship Advisors, LLC is an SEC-registered mass-market adviser in Mount Joy, PA with $545.2M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Stewardship Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 277099, SEC 801-108174, data through 2026-03-16.
- AUM (assets under management / regulatory AUM)
- $545.2M (2026-03-16)
- Firm type
- Mass-Market Adviser
- Location
- Mount Joy, PA
- Employees
- 15
- Clients
- 687
- CRD
- 277099
- Ownership
- SHERTZER, WILBUR, LEE; SIMKINS, JOHN, CHARLES; BRINSER, MARK, ALLEN; TALBOTT, THOMAS, EDWARD; BRINSER, MARK, A
How much AUM does Stewardship Advisors, LLC have?
Stewardship Advisors, LLC reported $545.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-16).
Who owns Stewardship Advisors, LLC?
Disclosed owners and executives of Stewardship Advisors, LLC include SHERTZER, WILBUR, LEE, SIMKINS, JOHN, CHARLES, BRINSER, MARK, ALLEN, TALBOTT, THOMAS, EDWARD, BRINSER, MARK, A. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.