Stewardship Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, publishing newsletters, educational seminars, divorce planning, education planning, estate planning, insurance, and tax planning. Financial planning was provided to 26–50 clients last fiscal year.
Stewardship Advisors reports 687 clients. They include 528 individual clients, 146 high-net-worth individuals and 13 charitable organizations. Of its assets, 98.7% ($538M across 2,160 accounts) are managed with discretion; $7.11M across 87 accounts are not. A wrap fee program the firm both sponsors and manages holds $11.5M. It advised 23 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 77% | 38% |
| High-net-worth individuals | 21% | 55% |
| Pension and profit-sharing plans | 0% | <1% |
| Charitable organizations | 2% | 5% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 528 | $209M | 38.3% | $395K |
| High-net-worth individuals | 146 | $302M | 55.4% | $2.07M |
| Pension and profit-sharing plans | Fewer than 5 | $618K | 0.1% | — |
| Charitable organizations | 13 | $28.8M | 5.3% | $2.22M |
| Corporations and other businesses | Fewer than 5 | $5.19M | 1.0% | — |
| Total | 687 | $545M | 100% | — |
- Clients
- 528
- Regulatory AUM
- $209M
- AUM share
- 38.3%
- Avg. per client
- $395K
- Clients
- 146
- Regulatory AUM
- $302M
- AUM share
- 55.4%
- Avg. per client
- $2.07M
- Clients
- Fewer than 5
- Regulatory AUM
- $618K
- AUM share
- 0.1%
- Avg. per client
- —
- Clients
- 13
- Regulatory AUM
- $28.8M
- AUM share
- 5.3%
- Avg. per client
- $2.22M
- Clients
- Fewer than 5
- Regulatory AUM
- $5.19M
- AUM share
- 1.0%
- Avg. per client
- —
Total
- Clients
- 687
- Regulatory AUM
- $545M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 23
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Stewardship Advisors charges 0.45%–1.50% a year for its Internal Portfolio Management. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Annual Consultation Arrangement
- Annual consultation is charged $100 to $1,000 per month, in equal monthly or quarterly installments, based on the complexity of the client's financial profile.
- Project-Based Financial Planning
- Project-based financial planning is a fixed fee of $1,000 to $10,000 per plan, half due on signing the engagement and the rest on plan delivery.
Wilbur Shertzer owns 25% to 50% of Stewardship Advisors. The leadership team of Stewardship Advisors includes Chief Compliance Officer Mark Brinser. It has 15 employees, 10 of them in advisory roles.
Staff
- 15 employees
- 10 in advisory functions
- 9 state-registered reps
- Owns 25% to 50% of Stewardship Advisors, LLC
Wilbur Shertzer
Control person · since November 2011
- Owns 10% to 25% of Stewardship Advisors, LLC
John Simkins
Control person · since November 2011
- Owns 10% to 25% of Stewardship Advisors, LLC
Mark Brinser
Control person · since November 2011
- Owns 10% to 25% of Stewardship Advisors, LLC
Thomas Talbott
Control person · since January 2017
- Owns 5% to 10% of Stewardship Advisors, LLC
Zachary Drescher
since December 2023
- Owns 5% to 10% of Stewardship Advisors, LLC
Logan Kready
since December 2023
Stewardship Advisors’ regulatory assets grew 1.9× from $291M (April 2021) to $545M (March 2026); clients rose from 441 to 687 and employees from 7 to 15.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $545M | 687 | 15 | 1 |
| Mar 2025March 2025 | $462M | 647 | 14 | 1 |
| Jun 2024June 2024 | $321M | 499 | 11 | 1 |
| Mar 2023March 2023 | $282M | 478 | 11 | 1 |
| Jul 2022July 2022 | $322M | 456 | 10 | 1 |
| Apr 2021April 2021 | $291M | 441 | 7 | 1 |
Besides its headquarters, Stewardship Advisors has 0 offices, with 1 listed address in 1 state.
Pennsylvania · 1 listed address
- 321 W. Main Street, Mount JoyHQ
Contact and registration details
- Legal name
- Stewardship Advisors, LLC
- Headquarters
- 321 W. Main Street, Mount Joy, PA 17552
- Website
- mystewardshipadvisor.com
- Phone
- 717-492-4787
- @stewardship-advisors-llc
- SEC file
- 801-108174
- Founded
- 2011
- Structure
- Pennsylvania LLC
- Fiscal year end
- December
Stewardship Advisors’ named custodians for separately managed accounts are Trade-PMR ($409M, 79%) and SEI Investments Distribution ($106M, 21%). Stewardship Advisors has custody of $1.09M for 6 clients.
- Trade-PMRTrade-PMR Inc. · Gainesville, FL · $409M79%
- SEI Investments DistributionSEI Investments Distribution Co. · Oaks, PA · $106M21%
At year end, Stewardship Advisors’ separately managed accounts were mostly in funds (87%). Its reported 13F holdings for the quarter ended 30 June 2026 total $481M across 175 positions; the largest are iShares TR (16.8%), Invesco Exch Traded FD TR II (7.7%) and Invesco Exch Traded FD TR II (6.2%).
What the accounts hold
- Stocks7%
- Funds87%
- Registered funds86%
- Pooled vehicles1%
- Bonds3%
- Cash3%
How many clients does Stewardship Advisors have?
Stewardship Advisors has 687 clients and manages $545 million for them, as of March 2026. They include 528 individual clients, 146 high-net-worth individuals and 13 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 16 March 2026
What services does Stewardship Advisors offer?
Stewardship Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, publishing newsletters, educational seminars, divorce planning, education planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Stewardship Advisors charge?
Stewardship Advisors charges 0.45%–1.50% a year for its Internal Portfolio Management. The fee is billed in advance and is negotiable.
Source: STEWARDSHIP ADVISORS FORM ADV PART 2, filed 16 March 2026
Which custodians does Stewardship Advisors use?
Stewardship Advisors’ separately managed account assets are held at Trade-PMR Inc. (Gainesville, FL), with $409M and SEI Investments Distribution Co. (Oaks, PA), with $106M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 March 2026
How many financial advisors does Stewardship Advisors have?
Stewardship Advisors has 9 investment adviser representatives registered with state securities authorities, out of 15 employees, and 10 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Stewardship Advisors invest in?
At the end of its last fiscal year, Stewardship Advisors’ separately managed accounts held 86% registered funds (mutual funds, ETFs, BDCs), 7% exchange-traded equities, 3% investment grade corporate bonds, 3% cash and equivalents and 1% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Stewardship Advisors?
Stewardship Advisors’ direct owners are Wilbur Shertzer, John Simkins, Mark Brinser, Thomas Talbott, Zachary Drescher and Logan Kready, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 16 March 2026
How does Stewardship Advisors get paid?
Stewardship Advisors is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Stewardship Advisors?
Stewardship Advisors’ main office is at 321 W. Main Street, Mount Joy, PA 17552. Its phone number is 717-492-4787. Its website is mystewardshipadvisor.com.