Stewardship Advisors, Llc
- Regulatory AUM
- $545M
- Discretionary
- $538M
- Clients
- 687
- Avg AUM / client
- $794K
- Accounts
- 2,247
- Employees
- 15
AUM over time
Annual snapshots from Form ADV filings · as of Mar 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 528 | $209M | 38.3% |
| High net worth individuals | 146 | $302M | 55.4% |
| Pension and profit sharing plans | 0 | $618K | 0.11% |
| Charitable organizations | 13 | $28.8M | 5.28% |
| Corporations and other businesses | Fewer than 5 clients | $5.2M | 0.95% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Charles Simkins | Member/Partner | Nov 2011 (15y) | 10% – 25% | |
| Mark Allen Brinser | Member/Chief Compliance Officer | CFP | Nov 2011 (15y) | 10% – 25% |
| Wilbur Lee Shertzer | Managing Member/Partner | CFP Chartered Financial Consultant | Nov 2011 (15y) | 25% – 50% |
| Thomas Edward Talbott | Member/Partner | CFP | Nov 2015 (11y) | 10% – 25% |
| Zachary Scott Drescher | Member | Jan 2017 (10y) | 5% – 10% | |
| Logan David Kready | Member | CFP | Dec 2023 (3y) | 5% – 10% |
| Leanne L Fee | Registered representative | Nov 2018 (8y) | ||
| Jay Kevin Kready | Registered representative | Jun 2024 (2y) | ||
| Benjamin Andrew Writer | Registered representative | CFP | Jun 2025 (1y) |
Undisclosed: 0% – 35% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/16/2026 | 989 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- TradePMR $409M (75% of AUM) Mar 2026
- Sei Investments Distribution Co. $106M (20% of AUM) Mar 2026
- Charles Schwab & Co. $57.5M (12% of AUM) Mar 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 16, 2026.
View current Form ADV (SEC/IAPD) ↗