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STEWARDSHIP ADVISORS, LLC

MOUNT JOY, PA · CRD 277099 · IAPD ↗ · mystewardshipadvisor.com · (717) 492-4787

$545.2MRegulatory AUM
10Advisory reps
15Employees
23Clients
26-50Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — STEWARDSHIP ADVISORS, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2026 — STEWARDSHIP ADVISORS, LLC reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2026 — STEWARDSHIP ADVISORS, LLC crossed $500M in regulatory AUM ($461.5M -> $545.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
66
April 2025 — STEWARDSHIP ADVISORS, LLC reported RAUM up 44% ($321.2M -> $461.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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