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.

Firm class

independent wealth managerderivedprivate_client_share=0.95 fund_share=0.0 institutional_share=0.05 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$175MItem 5.F on the latest filing (2026-01-20); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$166M

Private client RAUM

$166MderivedItem 5.D individuals plus high net worth individuals

Private client share

95%derivedprivate client RAUM over total RAUM

Advisors on IAPD

4

RAUM per advisor

$43.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

4

Advisory employees

4

Offices

1Schedule D 1.F, beyond the principal office

Accounts

892

Individual clients

167

High net worth clients

62

Custody, client assets

$2.0M

SEC number

801-134171

CRD

330611

Filings on the tape

2

First filed

Aug 20, 2025

Latest filed

Jan 20, 2026

Organised

Limited Liability Company, WA

Website

scfinancials.com

• Occurred

  Apr 19, 2025
  Firm absorbed

  Stewardship Concepts Financial Services, LLC's advisors moved to Stewardship Concepts Financial Services LLC (Spokane, WA): 3 of 3 registered, on the same day

  Form ADVobserved 4 days ago
  3 advisors

Graph

RIA / Wealth Management

Canonical id

dfx:ria:8b068a74-ef17-9bac-7601-57dfda66a1ed

First observed

Aug 20, 2025

Last observed

Jan 20, 2026 8 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.