Federal Data HubSEC Form ADV · JSON · SEC IAPD ↗

STEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC.

dba STEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC. · CRD 115340 · Registered Investment Adviser

STEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC. is a Registered Investment Adviser. The firm reports $73,217,944 in regulatory assets under management across 325 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$73,217,944
Non-discretionary$0
Total RAUM$73,217,944
Accounts325

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 115340. adviserinfo.sec.gov/firm/summary/115340.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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