THE STEWARDSHIP SOLUTION

THE STEWARDSHIP SOLUTION is an SEC-registered investment adviser (CRD 282050). Regulatory assets under management: $14.8M.

Registration

• CRD: 282050
• Type: Registered investment adviser
• Phone: 661-829-4154
• Latest filing: 2026-07-22
• Regulatory AUM: $14.8M
• Discretionary AUM: $14.4M
• Non-discretionary AUM: $362K
• Clients: 1
• Accounts: 199

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 282050 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search