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
Stewardright
Legal name Stewardright LLC
Latest filing Jul 9, 2026
First filing on the tape Jul 9, 2026 · 1 filings
RAUM
$69.7M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
98%
$68.3M individuals and HNW
Advisors
n/a
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
3
3 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
0 filings and snapshots on the tape
RAUM: no history
HNW client RAUM: no history
State-registered IARs (5.B.3): no history
Employees (5.A): no history
Private funds: no history
Practice profile
derived from the filing of Jul 9, 2026; every figure names its basis
- RAUM per advisor
- $23.2MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 119derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $835,982derivedHNW RAUM over HNW clients
- Average account
- $125,172derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- unknownderivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individualsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- is an insurance broker or agent (6.A.6)
- 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)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$39.0M56%
- High-net-worth individuals$29.3M42%
- Corporations and businesses$1.4M2.0%
- Charitable organizations$7,3000.0%
- Individual clients
- 323reported
- HNW clients
- 35reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 557reported
- Financial planning clients
- 11-25reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- on the IAPD state feed, not SEC-registeredderived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Michael Stephan ProctorCertified Financial Planner | Wichita, Ks | Apr 7, 2017 | 15 y | 2 |
| Lyndon Jon ZielkeCertified Financial Planner | Wichita, Ks | May 17, 2019 | 24 y | 0 |
| Bryan James Looper | Wichita, Ks | Feb 27, 2020 | 18 y | 0 |
Advisor movement
Left, latest
- Patrick Michael Mcginn to Gbks LLCApr 11, 2025 · Other
- James Jacob Oswald to Gfg SolutionsMar 1, 2023 · Other
Joined, latest
- Patrick Michael Mcginn from Highline Financial ManagementMar 4, 2024 · Other
- Michael Stephan Proctor from MML Investors Services, LLCApr 7, 2017 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
No Schedule A on the extract for this adviser.
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Wichita, Ks · principal | 3 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
One filing, no change to show.
Signals
2 dated events
- Patrick Michael Mcginn left Stewardright for Gbks Llc (registered 2025-08-25)Apr 11, 2025 · Advisor changed firm · fact
- James Jacob Oswald left Stewardright for Gfg Solutions (registered 2024-03-29)Mar 1, 2023 · Advisor changed firm · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/stewardrightreportedpublic record, Form ADV, Sep 17, 2026
- Firm profile
- linkedin.com/company/leadingedgefinancialplanningllcreportedpublic record, Form ADV, Sep 17, 2026
- Website
- stewardright.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 316-768-7526reportedpublic record, Form ADV, Jul 9, 2026
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
- STATE REGISTEREDderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 15, 2026