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STEWARDSHIP TRUST ADVISORS

GRANDVILLE, MI · CRD 121348 · IAPD ↗ · stw.adv.com · 616-878-4200

$294.9MRegulatory AUM
4Advisory reps
7Employees
12Clients
101-250Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

25
April 2025 — STEWARDSHIP TRUST ADVISORS changed its website from pilgrimscapital.com to stw.adv.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
60
April 2025 — STEWARDSHIP TRUST ADVISORS reported RAUM up 26% ($195.2M -> $245.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
64
April 2025 — STEWARDSHIP TRUST ADVISORS reports 101-250 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.