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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

STEWARDSHIP CAPITAL

STEWARDSHIP CAPITAL, LTD., CRD 110944

INDEPENDENCE, MO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2d6339ff-ff23-c683-f1fa-8bfe19ab124c

Data as of Mar 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 3
On other graphs: 0
Observed: Mar 16, 2012 to Mar 13, 2026
8 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $168MItem 5.F on the latest filing (2026-03-13); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $168M
Private client RAUM: $165MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $42.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 392
Individual clients: 328
High net worth clients: 57
Custody, client assets: $3.7M
SEC number: 801-130645
CRD: 110944
Filings on the tape: 8
First filed: Mar 16, 2012
Latest filed: Mar 13, 2026
Organised: Corporation, MO
Website: getyourmoneymoving.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
RONALD CLARK FINKE	Chartered Financial Consultant	INDEPENDENCE, MO	28	43	n/a	no
AARON JOSEPH PICKERT	n/a	INDEPENDENCE, MO	10	25	3	no
Lucas Konrad Davis	n/a	INDEPENDENCE, MO	9	11	n/a	no
CHRISTOPHER SEAN WALDEN	Certified Financial Planner	INDEPENDENCE, MO	2	33	3	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Davis, Lucas, Konrad	CHIEF COMPLIANCE OFFICER AND DIRECTOR OF OPERATIONS	Na	yes	01/2017	Jun 9, 2024	Oct 30, 2024
FINKE, RONALD, CLARK	PRESIDENT, CHIEF INVESTMENT OFFICER	E	yes	12/1997	Mar 16, 2012	Oct 30, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 13, 2026	$168M	$168M	5	4	0	n/a	n/a
2024	Mar 12, 2025	$142M	$142M	5	4	0	n/a	n/a
2011	Mar 16, 2012	$65.0M	$63.6M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$168M	$142M	19.0%	n/a	n/a	5	5	0	0

Relationships

Registered with (6)

← CHRISTOPHER SEAN WALDENAdvisorregistration: current employment
Apr 24, 2024 to presentfactForm ADV
← Lucas Konrad DavisAdvisorregistration: current employment
Oct 18, 2016 to presentfactForm ADV
← AARON JOSEPH PICKERTAdvisorregistration: current employment
Jan 8, 2016 to presentfactForm ADV
← RONALD CLARK FINKEAdvisorregistration: current employment
Jun 1, 1998 to presentfactForm ADV
← Gregory C FinkeAdvisorregistration: previous registration
Sep 2, 2005 to Sep 7, 2017factForm ADV
← JEFFREY PATRICK EUTINGAdvisorregistration: previous registration
Oct 30, 2002 to Mar 3, 2012factForm ADV

Controls (2)

← FINKE, RONALD, CLARKOwnerPRESIDENT, CHIEF INVESTMENT OFFICER, ownership code E, individual
Mar 16, 2012 to Oct 30, 2024factForm ADV
← Davis, Lucas, KonradOwnerCHIEF COMPLIANCE OFFICER AND DIRECTOR OF OPERATIONS, ownership code NA, individual
Jun 9, 2024 to Oct 30, 2024factForm ADV

Dated events

Occurred
Jun 9, 2024
Control person joined
Konrad Lucas Davis (Chief Compliance Officer And Director Of Operations) appeared on Schedule A of Stewardship Capital
Form ADVobserved 5 days ago
Occurred
Jun 9, 2024
Control person left
Clark Gregory Finke (Vp, Coo, Chief Compliance Officer) no longer on Schedule A of Stewardship Capital (listed 2012-05-02, absent 2024-06-09)
Form ADVobserved 5 days ago
Occurred
Jun 9, 2024
First Form ADV filing
Stewardship Capital filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2d6339ff-ff23-c683-f1fa-8bfe19ab124c
First observed: Mar 16, 2012
Last observed: Mar 13, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

STEWARDSHIP CAPITAL

STEWARDSHIP CAPITAL, LTD., CRD 110944

INDEPENDENCE, MO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2d6339ff-ff23-c683-f1fa-8bfe19ab124c

Data as of Mar 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:11 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

RONALD CLARK FINKE

Chartered Financial Consultant

INDEPENDENCE, MO

n/a

AARON JOSEPH PICKERT

n/a

INDEPENDENCE, MO

Lucas Konrad Davis

n/a

INDEPENDENCE, MO

n/a

CHRISTOPHER SEAN WALDEN

Certified Financial Planner

INDEPENDENCE, MO

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Davis, Lucas, Konrad

CHIEF COMPLIANCE OFFICER AND DIRECTOR OF OPERATIONS

yes

01/2017

Jun 9, 2024

Oct 30, 2024

FINKE, RONALD, CLARK

PRESIDENT, CHIEF INVESTMENT OFFICER

yes

12/1997

Mar 16, 2012

Oct 30, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 13, 2026

$168M

n/a

2024

Mar 12, 2025

$142M

n/a

2011

Mar 16, 2012

$65.0M

$63.6M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$168M

$142M

19.0%

n/a