SourcingSourcing

PILGRIMS CAPITAL ADVISORS, INC.

C50
CRD 121348·SEC 801-129119·GRANDVILLE, MI
AUM
$294.9M
$100M-$500M
Est. Revenue
$2.9M
@ 1% on AUM
Est. EBITDA
$885K
@ 30% margin
Est. Deal Value
$7.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PILGRIMS CAPITAL ADVISORS, INC.
CRD
121348
SEC file #
801-129119
EIN
—
DBA names
Stewardship Trust Advisors

Economics

AUM
$294.9M
AUM band
$100M-$500M
AUM trajectory
'25'26
$245.4M → $294.9M▲ +20%
Client mix
Individuals Other238
Individuals High Net Worth47

Operations

Employees (total)
7
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'25'26
4 advisors → 4 advisors▬ 0%
Primary office
GRANDVILLE MI
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/20/2026
ADV-W filed at
—
Website
stw.adv.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ACKERMANN, TODD, WILLIAM
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
ACKERMANN, TODD, WILLIAM
WIERENGA, JOHN, WILLIAM
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

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
0.262
Soi Zip Pct 200k Plus
0.0676
Soi Zip Returns 200k Plus
1,110
Soi Zip Total AGI
1,426,280
Fdic Zip Total Deposits
18,760,808,000
Fdic Zip Branch Count
381
Fdic Zip Top Banks
Grand River Bank
Fifth Third Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (20)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
First of America Bank-West MichiganGrandville, MI
First Federal of MichiganGrandville, MI
Fdic Zip HHI
857.76
Fdic Zip Top Bank Share Pct
19.32
Fdic Zip Year
2025
Fee Schedule
Bracket Ix63
Bracket I24
Bracket Vi6
Bracket Xi4
Bracket Iii1
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI46,560
Returns4,120
Stub 2
AGI134,226
Returns3,590
Stub 3
AGI161,092
Returns2,620
Soi Zip Total Business Income
47,352
Soi Zip Total Cap Gains
106,843
Soi Zip Total Dividends
30,214
Soi Zip Total Returns
16,410
Top Owner CRD
2030049
Trust Company Affiliate
No

People (4)

4
ACKERMANN, TODD, WILLIAM
IAR · Direct Owner · 62.5%
2030049
WIERENGA, JOHN, WILLIAM
IAR · Direct Owner · 62.5%
2313059
JACOB BENJAMIN EKKENS
IAR
7120132
CRAIG ALLAN ACKERMANN
IAR
4187403