Stewardship Concepts Financial Services Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 330611
· SEC file 801-134171
· Spokane, WA
· scfinancials.com
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ADV data as of Jan 20, 2026
- Regulatory AUM
- $175M
- Discretionary
- $166M
- Clients
- 247
- Avg AUM / client
- $707K
- Accounts
- 892
- Employees
- 4
AUM over time
$106M
$175M
Jul 2025
Dec 2025
Annual snapshots from Form ADV filings · as of Jan 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 167 | $55.7M | 31.9% |
| High net worth individuals | 62 | $110M | 63.3% |
| Pension and profit sharing plans | 18 | $8.2M | 4.69% |
| Charitable organizations | Fewer than 5 clients | $271K | 0.15% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Amy Sue Drury | Registered representative | CFP | Dec 2024 (2y) | |
| Edwin Robert Hill | Registered representative | CFP | Dec 2024 (2y) | |
| Noah Gilmore Schwab | Registered representative | CFP | Dec 2024 (2y) | |
| Todd Michael Koyama | Registered representative | CFP | Jun 2025 (1y) |
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) | 01/20/2026 | 960 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $167M (95% of AUM) Jan 2026
- Capital Group $7.9M (5% of AUM) Jan 2026
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: Jan 20, 2026.
View current Form ADV (SEC/IAPD) ↗