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Lucas Davis

Chief Compliance Officer and Director of Operations at Stewardship Capital in Independence, MO

Investment adviser registrationUpdated

Lucas Davis is Chief Compliance Officer and Director of Operations of Stewardship Capital, LTD., an investment adviser managing $168M, and works from its Independence, MO office. Lucas Davis has been registered as an investment adviser representative through Stewardship Capital since 18 October 2016, has 10 years in the industry across 1 firm and has passed the Series 65.

10
Years in industry
10
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Lucas Davis has been Chief Compliance Officer and Director of Operations of Stewardship Capital since January 2017, is a control person of the firm and directly owns under 5% of it.

Stewardship Capital, LTD. is an Independence, MO firm with $168M under management, 392 clients and 4 advisers in one office, as of its March 2026 filing.

  1. – present · 10 years
    Independence, MO · Adviser representative · Firm CRD 110944

Credentials and registrations

Investment adviser representative registrations

Lucas Davis is registered as an investment adviser representative in Missouri, since October 2016.

  • MissouriSince 18 October 2016

Examinations

Series 6518 October 2016
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Lucas Konrad Davis
CRD
6652495
Firm
Stewardship Capital · CRD 110944
Role
Chief Compliance Officer and Director of Operations
Office
4200 LITTLE BLUE PARKWAY, SUITE 650, Independence, MO 64057
Registration
Investment adviser registration
In the industry since
October 2016
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Lucas Davis work?

Lucas Davis has been Chief Compliance Officer and Director of Operations of Stewardship Capital, LTD. since January 2017, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 13 March 2026

Is Lucas Davis a financial advisor?

Yes. Lucas Davis has a current investment-adviser registration in Missouri, through Stewardship Capital since October 2016.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Lucas Davis have?

Lucas Davis has 10 years in the financial industry, since October 2016, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

What exams has Lucas Davis passed?

Lucas Davis passed the Series 65 in October 2016.

Source: IAPD individual record, checked 22 October 2026

Where is Lucas Davis based?

Lucas Davis’ registered office is in Independence, MO.

Source: IAPD individual record, checked 22 October 2026

Is Lucas Davis registered with FINRA?

No. Lucas Davis has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Lucas Davis’ record?

Search CRD 6652495 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Lucas Davis’ full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Stewardship Capital

Sources

  1. IAPD individual record, CRD 6652495, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Stewardship Capital, LTD., filed 13 March 2026. Title, control and ownership bands.