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STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC

SPOKANE, WA · CRD 330611 · IAPD ↗ · scfinancials.com · 509-443-0845

$174.6MRegulatory AUM
4Advisory reps
4Employees
11Clients
101-250Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
February 2026 — STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
67
February 2026 — STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC reported RAUM up 64% ($106.4M -> $174.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
February 2026 — STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC reports 101-250 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
95
December 2025 — STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC (SPOKANE, WA) is newly SEC-registered with $106.4M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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