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The fee is billed in advance and is negotiable.","source":"STEWARDSHIP ADVISORS FORM ADV PART 2, filed 16 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Stewardship Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Stewardship Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Stewardship Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Stewardship Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Stewardship Advisors get paid?","answer":"Stewardship Advisors is paid through a percentage of assets under management and fixed fees. 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