Stewardship Financial Advisors, LLC (Stockbridge)

Name: Stewardship Financial Advisors, LLC
Address: 345 Corporate Center Court, Stockbridge, GA, 30281
Telephone: 770-507-0025

Stewardship Financial Advisors, LLC is a large advisory firm based in Stockbridge. It manages $439.49 million of regulatory assets for 1,255 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Florida, Georgia, and Texas.

Stewardship Financial Advisors provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Stewardship Financial Advisors: assets under management

The assets under management (AUM) of Stewardship Financial Advisors, LLC is $439.49 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 117% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $439.49 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $350.19 thousand each.

Investments

The firm invests in investment and business development companies the most. They account for 86% of the total AUM. The second-largest asset type is exchange traded securities, which make up 9% of the firm’s portfolio. Investments in cash and cash equivalents form 4% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Stewardship Financial Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Stewardship Financial Advisors serves?

The firm provides services to individuals, charitable organizations, high net worth individuals, and corporations or other businesses. The largest group of clients of Stewardship Financial Advisors is high net worth individuals with 157 clients and $319.31 million of assets under management. Among the 11 most similar advisory firms, Stewardship Financial Advisors has the 2nd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $439.49 million for 509 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Stewardship Financial Advisors doesn't advise any private funds.

Careers at Stewardship Financial Advisors, LLC

The company employs 13 people that are either part- or full-time employees. 38 percent of the employees work as investment advisers or researchers. 5 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.

Stewardship Financial Advisors, LLC is owned by Jonathan Shane Hunter. Patrick James Plunkett joined the executive team most recently as the Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Charles Bernard Pyke	Managing member and chief compliance officer	1 Jul 2014	75% - 100%	3194050
Jonathan Shane Hunter	Owner	1 Jul 2017	Other	2750226
Matthew Scott Godleski	Owner	1 Jul 2017	Other	5546277
Patrick James Plunkett	Owner	1 Jul 2017	Other	5974375
Patrick James Plunkett	Owner	1 Aug 2017	Other	5974375
Matthew Scott Godleski	Owner	1 Aug 2017	Other	5546277
Jonathan Shane Hunter	Owner	1 Aug 2017	Other	2750226

Based in Stockbridge

The principal office where Stewardship Financial Advisors, LLC performs its advisory services is located at 345 Corporate Center Court, Stockbridge, GA 30281, which is also the mailing address of the firm. An additional office of the firm is in Atlanta, GA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 770-507-0025 or by fax 770-507-1764. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at keeblepyke.com.