Adviser Profile
| As of Date | 07/11/2024 |
| Registration status | Registration Changed to STEWARDSHIP CAPITAL, LTD. |
| ADV Location | INDEPENDENCE, MO, United States |
| Contact Info | 816 xxxxxxx |
| Websites |
| AUM* | 136,267,719 40% |
| of that, discretionary | 136,267,719 40% |
| Number of Employees | 4 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 161,073 31% |
| % High Net Worth | 8.84% 64% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds
Employees
Form ADV-E Surprise Examination Reports
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name EMERICK & COMPANY, PC | Filing Date04/08/2025 | Form ADV-E View Report |
| Accounting Firm Name EMERICK & COMPANY, P.C. | Filing Date03/26/2024 | Form ADV-E View Report |
| Accounting Firm Name EMERICK & COMPANY, P.C. | Filing Date04/24/2023 | Form ADV-E View Report |