SourcingSourcing

STEWARDSHIP CAPITAL, LTD.

A69
CRD 110944·SEC 801-130645·INDEPENDENCE, MO
AUM
$168.4M
$100M-$500M
Est. Revenue
$1.7M
@ 1% on AUM
Est. EBITDA
$505K
@ 30% margin
Est. Deal Value
$4.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
STEWARDSHIP CAPITAL, LTD.
CRD
110944
SEC file #
801-130645
EIN
—
DBA names
Stewardship Capital

Economics

AUM
$168.4M
AUM band
$100M-$500M
AUM trajectory
'25'26
$141.5M → $168.4M▲ +19%
Client mix
Individuals Other328
Individuals High Net Worth57
Charitable Organizations7

Operations

Employees (total)
5
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'25'26
4 advisors → 4 advisors▬ 0%
Primary office
INDEPENDENCE MO
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/13/2026
ADV-W filed at
—
Website
getyourmoneymoving.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FINKE, RONALD, CLARK
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
FINKE, RONALD, CLARK
Davis, Lucas, Konrad
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
GETYOURMONEYMOVING.COM
Rdap Domain Creation Date
2012-09-18T20:51:13Z
Rdap Firm Age Years
14
Rdap Firm Age Band
10-20y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2094
Soi Zip Pct 200k Plus
0.0358
Soi Zip Returns 200k Plus
260
Soi Zip Total AGI
489,748
Fdic Zip Total Deposits
5,688,563,000
Fdic Zip Branch Count
108
Fdic Zip Top Banks
Blue Ridge Bank and Trust Co.
U.S. Bank National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab6
Fidelity4
E*trade4
Fdic Zip Branches Raw
Chrisman-Sawyer BankIndependence, MO
Mercantile Bank of Kansas CityIndependence, MO
Fdic Zip HHI
3070.39
Fdic Zip Top Bank Share Pct
48.93
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-09-18T20:51:13Z
Rdap Domain Last Changed
2025-07-20T06:27:09Z
Rdap Nameservers
Ns1.worldnic.comNs2.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI23,128
Returns1,840
Stub 2
AGI68,758
Returns1,850
Stub 3
AGI76,031
Returns1,230
Soi Zip Total Business Income
11,046
Soi Zip Total Cap Gains
13,181
Soi Zip Total Dividends
6,945
Soi Zip Total Returns
7,260
Top Owner CRD
1087361
Trust Company Affiliate
No

People (4)

4
FINKE, RONALD, CLARK
IAR · Direct Owner · 87.5%
1087361
Davis, Lucas, Konrad
IAR · Executive Officer · 2.5%
6652495
AARON JOSEPH PICKERT
IAR
4324112
CHRISTOPHER SEAN WALDEN
IAR
2379194