CRD: 330611
Stewardship Concepts Financial Services LLC
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- Custodian
- Charles Schwab & Company · LPL Financial · Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-12-2024
- Office Locations
- 2
Office Locations
About Stewardship Concepts Financial Services LLC
Stewardship Concepts Financial Services (Spokane Financial Advisors) is a Spokane, WA fee-only, fiduciary RIA serving retirees and pre-retirees, often age 60+ with sizable 401(k) balances. The CFP® team delivers collaborative financial planning and ongoing investment management, building diversified mutual fund and ETF portfolios and integrating tax strategies such as Roth conversions, RMD/QCD planning, and Washington estate-tax-aware estate planning.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Noah Gilmore Schwab
Financial Advisor, Managing Member, Owner
- CRD
- #7236313
- Ownership
- 5% but less than 10%
AMY SUE Drury
Certified Financial Planner, Chief Compliance Officer, Managing Member
- CRD
- #6319272
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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EDWIN ROBERT HILL
Owner
- CRD
- #1750790
TODD MICHAEL KOYAMA
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- CRD
- #3240300
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $166,423,818 | $238,088 |
| Non-Discretionary | $8,196,712 | $42,470 |
| Total | $174,620,530 | $195,763 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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