Stewardship Concepts Financial Services LLC
Stewardship Concepts Financial Services LLC is an SEC-registered mass-market adviser in Spokane, WA with $174.6M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Stewardship Concepts Financial Services LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 330611, SEC 801-134171, data through 2026-01-20.
- AUM (assets under management / regulatory AUM)
- $174.6M (2026-01-20)
- Firm type
- Mass-Market Adviser
- Location
- Spokane, WA
- Employees
- 4
- Clients
- 247
- CRD
- 330611
- Ownership
- Schwab, Noah, Gilmore; Drury, AMY, SUE; SCFS LLC
How much AUM does Stewardship Concepts Financial Services LLC have?
Stewardship Concepts Financial Services LLC reported $174.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-20).
Who owns Stewardship Concepts Financial Services LLC?
Disclosed owners and executives of Stewardship Concepts Financial Services LLC include Schwab, Noah, Gilmore, Drury, AMY, SUE, SCFS LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.