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They include 167 individual clients, 62 high-net-worth individuals, and 18 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 20 January 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Stewardship Concepts Financial Services offer?","answer":"Stewardship Concepts Financial Services provides financial planning and portfolio management for individuals and small businesses.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Stewardship Concepts Financial Services charge?","answer":"Stewardship Concepts Financial Services charges 0.50%–1.00% a year for its Investment management fees. Each asset band is charged at its own rate. The fee is billed in arrears, is negotiable and has a $3,000 annual minimum.","source":"SCFS ADV PART 2A AUG 2025, filed 20 January 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Stewardship Concepts Financial Services use?","answer":"Stewardship Concepts Financial Services’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $167M and Capital Client Group, Inc. (Los Angeles, CA), with $7.92M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 January 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Stewardship Concepts Financial Services have?","answer":"Stewardship Concepts Financial Services has 4 investment adviser representatives registered with state securities authorities, out of 4 employees, and 4 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 Concepts Financial Services invest in?","answer":"At the end of its last fiscal year, Stewardship Concepts Financial Services’ separately managed accounts held 85% registered funds (mutual funds, ETFs, BDCs), 6% exchange-traded equities, 5% investment grade corporate bonds, 3% cash and equivalents and 1% U.S. government and agency bonds.","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 Concepts Financial Services?","answer":"Stewardship Concepts Financial Services is owned through a holding company by Amy Drury. Its direct owners are Noah Schwab (5% to 10%) and SCFS LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 20 January 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Stewardship Concepts Financial Services get paid?","answer":"Stewardship Concepts Financial Services is paid through a percentage of assets under management, hourly charges 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Stewardship Concepts Financial Services?","answer":"Stewardship Concepts Financial Services’ main office is at 7307 N Division St Ste 205, Spokane, WA 99208. Its phone number is 509-443-0845. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}