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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

STEWARDSHIP FINANCIAL ADVISORS, LLC

CRD 125724

STOCKBRIDGE, GA

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:ffba2ad4-69f4-c487-8502-55c4c4c8cf8a

Data as of Apr 21, 2021 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 20
Dated events: 2
On other graphs: 0
Observed: Mar 30, 2012 to Apr 21, 2021
27 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: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $777MItem 5.F on the latest filing (2021-04-21); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $777M
Private client RAUM: $736MderivedItem 5.D individuals plus high net worth individuals
Private client share: 95%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 14
Advisory employees: 5
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 1,740
Individual clients: 433
High net worth clients: 235
Custody, client assets: $136M
SEC number: 801-67808
CRD: 125724
Filings on the tape: 27
First filed: Mar 30, 2012
Latest filed: Apr 21, 2021
Organised: Limited Liability Company, Georgia

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
HUNTER, JONATHAN, SHANE	CCO; PARTNER	Na	yes	07/2017	Sep 1, 2017	Apr 21, 2021
PYKE, CHARLES, BERNARD	PRESIDENT; PARTNER	E	yes	07/2014	Mar 30, 2012	Apr 21, 2021
GODLESKI, MATTHEW, SCOTT	CFP; PARTNER	Na	no	07/2017	Sep 1, 2017	Apr 21, 2021
PLUNKETT, PATRICK, JAMES	CFP; PARTNER	Na	no	07/2017	Sep 1, 2017	Apr 21, 2021

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CAPFINANCIAL PARTNERS, LLC	n/a	Institutional manager	$1237B	N	yes	n/a
CAPFINANCIAL SECURITIES, LLC.	n/a	Former SEC adviser	$116B	N	yes	n/a
PENSIONMARK FINANCIAL GROUP, LLC	n/a	Other adviser	$72B	N	yes	n/a
ASSET & RISK MANAGEMENT, LLC	n/a	n/a	n/a	N	yes	n/a
KP&B TAX PLANNING LLC	n/a	n/a	n/a	N	yes	n/a
PYKE & ASSOCIATES, PC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
PEACHTREE CITY	Ga	United States	2	no
Atlanta	Ga	United States	1	no

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
2020	Mar 9, 2021	$777M	$777M	14	5	2	n/a	n/a
2019	Mar 9, 2020	$599M	$599M	14	5	2	n/a	n/a
2018	Mar 29, 2019	$439M	$439M	13	5	2	n/a	n/a
2017	Mar 28, 2018	$421M	$421M	9	5	2	n/a	n/a
2016	Mar 27, 2017	$420M	$338M	5	3	n/a	n/a	n/a
2015	Mar 7, 2016	$274M	$274M	5	3	n/a	n/a	n/a
2014	Mar 17, 2015	$340M	$240M	5	3	n/a	n/a	n/a
2013	Mar 24, 2014	$130M	$0	9	4	n/a	n/a	n/a
2012	Mar 20, 2013	$168M	$0	5	4	n/a	n/a	n/a
2011	Mar 30, 2012	$137M	$0	n/a	n/a	n/a	n/a	n/a

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
2020	$777M	$599M	29.7%	$421M	22.7%	14	14	2	2

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
Captrust	3	Jun 30, 2021	Apr 26, 2021	STOCKBRIDGE, GA	Firm absorbed	Other	75.0%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CETERA ADVISORS LLC	2	Jul 20, 2021	Apr 27, 2015	STOCKBRIDGE, GA	Team lift out	Ibd to RIA	0.9%

Relationships

Affiliated with (4)

→ CAPTRUST FINANCIAL ADVISORSRegistered adviserbroker-dealer, common control
factForm ADV
→ CAPTRUSTRegistered adviserother investment adviser, common control
factForm ADV
→ WORLD INVESTMENT ADVISORS, LLCRegistered adviserother investment adviser, common control
factForm ADV
← STEWARDSHIP CAPITAL MANAGEMENT, LLCRegistered adviserother investment adviser, common control
factForm ADV

Controls (2)

← HUNTER, JONATHAN, SHANEOwnerCCO; PARTNER, ownership code NA, individual
Sep 1, 2017 to presentfactForm ADV
← PYKE, CHARLES, BERNARDOwnerPRESIDENT; PARTNER, ownership code E, individual
Mar 30, 2012 to presentfactForm ADV

Owns (2)

← GODLESKI, MATTHEW, SCOTTOwnerCFP; PARTNER, ownership code NA, individual
Sep 1, 2017 to presentfactForm ADV
← PLUNKETT, PATRICK, JAMESOwnerCFP; PARTNER, ownership code NA, individual
Sep 1, 2017 to presentfactForm ADV

Registered with (6)

← JONATHAN SHANE HUNTERAdvisorregistration: previous registration
Dec 3, 2007 to Jun 30, 2021factForm ADV
← CHARLES BERNARD PYKEAdvisorregistration: previous registration
Sep 5, 2008 to Jun 30, 2021factForm ADV
← Matthew Scott GodleskiAdvisorregistration: previous registration
Apr 27, 2015 to Jun 30, 2021factForm ADV
← Patrick James PlunkettAdvisorregistration: previous registration
Aug 29, 2017 to Jun 30, 2021factForm ADV
← ANDREW JOSEPH LANGDONAdvisorregistration: previous registration
Dec 14, 2017 to Feb 4, 2020factForm ADV
← JOHN BELL KEEBLEAdvisorregistration: previous registration
Nov 13, 2008 to Oct 20, 2014factForm ADV

Moved with (2)

→ CAPTRUSTRegistered adviser3 advisors, firm absorbed, same day
Jun 30, 2021 to Apr 26, 2021factForm ADV
← CETERA ADVISORS LLCRegistered adviser2 advisors, team lift out, same day
Jul 20, 2021 to Apr 27, 2015factForm ADV

Dated events

Occurred
Mar 9, 2021
Regulatory AUM changed
Stewardship Financial Advisors, Llc reported RAUM $777.4M, up 30% from $599.3M (2020-06-26 to 2021-03-09)
Form ADVobserved 4 days ago
$178M
Occurred
Mar 9, 2020
Regulatory AUM changed
Stewardship Financial Advisors, Llc reported RAUM $599.3M, up 36% from $439.5M (2019-11-05 to 2020-03-09)
Form ADVobserved 4 days ago
$160M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ffba2ad4-69f4-c487-8502-55c4c4c8cf8a
First observed: Mar 30, 2012
Last observed: Apr 21, 2021 65 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 FINANCIAL ADVISORS, LLC

CRD 125724

STOCKBRIDGE, GA

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:ffba2ad4-69f4-c487-8502-55c4c4c8cf8a

Data as of Apr 21, 2021 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:35 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HUNTER, JONATHAN, SHANE

CCO; PARTNER

yes

07/2017

Sep 1, 2017

Apr 21, 2021

PYKE, CHARLES, BERNARD

PRESIDENT; PARTNER

yes

07/2014

Mar 30, 2012

Apr 21, 2021

GODLESKI, MATTHEW, SCOTT

CFP; PARTNER

07/2017

Sep 1, 2017

Apr 21, 2021

PLUNKETT, PATRICK, JAMES

CFP; PARTNER

07/2017

Sep 1, 2017

Apr 21, 2021

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CAPFINANCIAL PARTNERS, LLC

n/a

Institutional manager

$1237B

yes

n/a

CAPFINANCIAL SECURITIES, LLC.

n/a

Former SEC adviser

$116B

yes

n/a

PENSIONMARK FINANCIAL GROUP, LLC

n/a

Other adviser

$72B

yes

n/a

ASSET & RISK MANAGEMENT, LLC

n/a

yes

n/a

KP&B TAX PLANNING LLC

n/a

yes

n/a

PYKE & ASSOCIATES, PC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

PEACHTREE CITY

United States

Atlanta

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2020

Mar 9, 2021

$777M

n/a

2019

Mar 9, 2020

$599M

n/a

2018

Mar 29, 2019

$439M

n/a

2017

Mar 28, 2018

$421M

n/a

2016

Mar 27, 2017

$420M

$338M

n/a

2015

Mar 7, 2016

$274M

n/a

2014

Mar 17, 2015

$340M

$240M

n/a

2013

Mar 24, 2014

$130M

n/a

2012

Mar 20, 2013

$168M

n/a

2011

Mar 30, 2012

$137M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2020

$777M

$599M

29.7%

$421M

22.7%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

Captrust

Jun 30, 2021

Apr 26, 2021

STOCKBRIDGE, GA

Firm absorbed

Other

75.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CETERA ADVISORS LLC

Jul 20, 2021

Apr 27, 2015

STOCKBRIDGE, GA

Team lift out

Ibd to RIA

0.9%