DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Former SEC-registered adviser

Stewardship Financial Advisors, LLC

Former SEC-registered adviserStockbridge, GeorgiaCRD 125724SEC 801-67808IAPD
Latest filing Apr 21, 2021
First filing on the tape Mar 30, 2012 · 27 filings
RAUM
$777M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
95%
$736M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
14
5 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
27 filings and snapshots on the tape
RAUM$777M as of Mar 9, 2021
Mar 30, 2012$137M then
HNW client RAUM$570M as of Mar 9, 2021
Mar 28, 2018$229M then
State-registered IARs (5.B.3)4 as of Mar 9, 2021
Mar 30, 20120 then
Employees (5.A)14 as of Mar 9, 2021
Mar 20, 20135 then
Private funds: no history
RAUM +30% over the last fiscal year+23% a year over threeIARs 5 to 4
Practice profile
derived from the filing of Apr 21, 2021; every figure names its basis
RAUM per advisor
$194MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
167derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$2.4MderivedHNW RAUM over HNW clients
Average account
$446,781derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
2.4%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
3.5derivedItem 5.A over advisors
Advisors per office
1.3derived3 offices incl. principal (1.F.5)
RAUM growth, one year
+30%derivedbetween the last two annual amendments
Advisor growth, one year
-20%derivedItem 5.B.3 between annual amendments
Client growth, one year
+12%derived
Compensation
percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, portfolio management for businesses and institutionsreportedItem 5.G
Custody
$136M, 34 clientsreportedItem 9.A
Ownership
controlled by a public reporting companyderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
  • controlled by a public reporting company (10.A)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$570M73%
  • Individuals$165M21%
  • Corporations and businesses$23.3M3.0%
  • Charitable organizations$18.5M2.4%
Individual clients
433reported
HNW clients
235reported
Pension plan clients
n/areported
Charitable clients
20reported
Accounts
1,740reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
$136M for 34 clientsreported
Compensation
% of AUM, fixed, hourlyreported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
Teams outTeams in
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
  • Shane Jonathan Hunter · Cco; Partnercontrol
    since 07/2017 · owns less than 5%
  • Bernard Charles Pyke · President; Partnercontrol
    since 07/2014 · owns 75% or more
  • Scott Matthew Godleski · CFP; Partner
    since 07/2017 · owns less than 5%
  • James Patrick Plunkett · CFP; Partner
    since 07/2017 · owns less than 5%
Related persons
Schedule D 7.A
Advisers that list Stewardship Financial Advisors, LLC as a related person
Offices
Schedule D 1.F, the 25 largest
  • Peachtree City, GA2 employees
  • Atlanta, GA1 employees
What changed
consecutive filings, newest first
  • Related adviser · false to true
    Mar 9, 2021 to Apr 21, 2021
  • Related broker-dealer · false to true
    Mar 9, 2021 to Apr 21, 2021
  • Accounts · 1,523 to 1,740
    Jun 26, 2020 to Mar 9, 2021
  • Charity clients · 10 to 20
    Jun 26, 2020 to Mar 9, 2021
  • HNW clients · 197 to 235
    Jun 26, 2020 to Mar 9, 2021
  • Individual clients · 400 to 433
    Jun 26, 2020 to Mar 9, 2021
  • Assets in custody · unset to 135561342.0
    Jun 26, 2020 to Mar 9, 2021
  • Custody of client assets · false to true
    Jun 26, 2020 to Mar 9, 2021
  • State-registered IARs · 5 to 4
    Jun 26, 2020 to Mar 9, 2021
  • Discretionary RAUM · $599M to $777M
    Jun 26, 2020 to Mar 9, 2021
  • HNW RAUM · $440M to $570M
    Jun 26, 2020 to Mar 9, 2021
  • Individual RAUM · $135M to $165M
    Jun 26, 2020 to Mar 9, 2021
  • RAUM · $599M to $777M
    Jun 26, 2020 to Mar 9, 2021
  • Accounts · 1,255 to 1,523
    Nov 5, 2019 to Mar 9, 2020
  • Charity clients · 7 to 10
    Nov 5, 2019 to Mar 9, 2020
  • Corporate clients · 8 to 11
    Nov 5, 2019 to Mar 9, 2020
  • HNW clients · 157 to 197
    Nov 5, 2019 to Mar 9, 2020
  • Individual clients · 337 to 400
    Nov 5, 2019 to Mar 9, 2020
  • Employees · 13 to 14
    Nov 5, 2019 to Mar 9, 2020
  • Discretionary RAUM · $439M to $599M
    Nov 5, 2019 to Mar 9, 2020
  • HNW RAUM · $319M to $440M
    Nov 5, 2019 to Mar 9, 2020
  • Individual RAUM · $99.8M to $135M
    Nov 5, 2019 to Mar 9, 2020
  • RAUM · $439M to $599M
    Nov 5, 2019 to Mar 9, 2020
  • Related adviser · true to false
    Mar 29, 2019 to Nov 5, 2019
  • Accounts · 1,033 to 1,255
    May 17, 2018 to Mar 29, 2019
  • Advisory activities · 2 to 3
    May 17, 2018 to Mar 29, 2019
  • Charity clients · 6 to 7
    May 17, 2018 to Mar 29, 2019
  • Corporate clients · unset to 8.0
    May 17, 2018 to Mar 29, 2019
  • HNW clients · 81 to 157
    May 17, 2018 to Mar 29, 2019
  • Individual clients · 331 to 337
    May 17, 2018 to Mar 29, 2019
  • Assets in custody · 114700000.0 to unset
    May 17, 2018 to Mar 29, 2019
  • Custody of client assets · true to false
    May 17, 2018 to Mar 29, 2019
  • Employees · 9 to 13
    May 17, 2018 to Mar 29, 2019
  • Insurance-licensed employees · 5 to 0
    May 17, 2018 to Mar 29, 2019
  • Discretionary RAUM · $421M to $439M
    May 17, 2018 to Mar 29, 2019
  • HNW RAUM · $229M to $319M
    May 17, 2018 to Mar 29, 2019
  • Individual RAUM · $185M to $99.8M
    May 17, 2018 to Mar 29, 2019
  • RAUM · $421M to $439M
    May 17, 2018 to Mar 29, 2019
  • Employees · 6 to 9
    Sep 1, 2017 to Mar 28, 2018
  • Accounts · 1,335 to 1,033
    Sep 1, 2017 to Mar 28, 2018
Signals
2 dated events
  • Stewardship Financial Advisors, Llc reported RAUM $777.4M, up 30% from $599.3M (2020-06-26 to 2021-03-09)
    Mar 9, 2021 · RAUM change · derived
  • Stewardship Financial Advisors, Llc reported RAUM $599.3M, up 36% from $439.5M (2019-11-05 to 2020-03-09)
    Mar 9, 2020 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
Provenance
Form ADV
SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors
IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class
Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
RAUM per advisor
n/aderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 14, 2026