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Stewardship Capital

Headquartered in INDEPENDENCE, MO

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Firm Information

Stewardship Capital is an investment advisory firm located in Independence, Missouri. With over $136 million in regulatory assets under management, they offer a range of services including financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and charitable organizations. Their experienced team of advisors provides personalized guidance and strategies tailored to meet their clients' specific needs.

Stewardship Capital

4200 LITTLE BLUE PARKWAY

INDEPENDENCE, MO 64057

$136.27M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

STEWARDSHIP CAPITAL has a total of 1 branch locations across the country.
location

INDEPENDENCE, MO

Advisors at Stewardship Capital

View All 4 Advisors
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Aaron Joseph Pickert

RA

INDEPENDENCE, MO

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Ronald Clark Finke

CFC®, RA

INDEPENDENCE, MO

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Christopher Sean Walden

CFP®, RA

INDEPENDENCE, MO

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Unclaimed
Lucas Konrad Davis

RA

INDEPENDENCE, MO

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Disclosures

There are no public disclosures for Stewardship Capital.

Frequently Asked Questions (7)

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