# INSIGHT TOTAL STEWARDSHIP

INSIGHT TOTAL STEWARDSHIP of HAVERTOWN, PA is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 281229
- Type: SEC-registered investment adviser
- Location: 525 WEST CHESTER PIKE, HAVERTOWN, PA, 19083
- Phone: 484-455-7875
- Latest filing: 2026-03-30
- Regulatory AUM: $2.9M
- Discretionary AUM: $2.9M
- Clients: 2
- Accounts: 2

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pensions

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/281229/brochure
- Similar advisers: https://search.stillhousedata.com/firm/281229/similar
- Related entities: https://search.stillhousedata.com/firm/281229/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/281229

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.