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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-01-1998
- Office Locations
- 1
Office Locations
About Stewardship Capital
Stewardship Capital is an independent, locally owned RIA in Independence, MO (serving clients since 1997) providing goal-based financial planning and wealth management, including retirement planning and employee retirement programs, investment strategy, and insurance solutions. The firm emphasizes fiduciary, faith-grounded stewardship and active management focused on protecting principal, with client portfolios custodied at firms such as Schwab and Fidelity.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
RONALD CLARK FINKE
Chief Investment Officer, President
- CRD
- #1087361
- Ownership
- 75% or more
Lucas Konrad Davis
Chief Compliance Officer, DIRECTOR OF OPERATIONS, President
- CRD
- #6652495
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
AARON JOSEPH PICKERT
Investment Advisor
- CRD
- #4324112
CHRISTOPHER SEAN WALDEN
Financial Advisor
- CRD
- #2379194
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $168,360,014 | $429,490 |
| Non-Discretionary | $0 | -- |
| Total | $168,360,014 | $429,490 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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