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Stewardship Capital

Updated today

Client assets under management

$164,858,240

Clients

385

15% high-net worth

Advisors

4

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

96

High

Average account size

$428,203

About

Stewardship Capital serves individuals (including high-net-worth clients), retirement and profit-sharing plans, corporations, trusts, and estates, providing discretionary portfolio management and financial planning. The firm offers portfolio management across mutual funds, exchange-traded funds, stocks, bonds, covered call strategies and other investments, and assists clients with implementing financial planning recommendations when requested.

The firm typically exercises discretionary authority and combines fundamental, technical (including charting and cyclical) analysis with manager research to build portfolios. Implementation can include long- and short-term positions, margin and option-writing strategies (including covered and uncovered options), and the use of leveraged and inverse ETFs and derivatives such as swaps and futures to achieve targeted exposures.

What is distinctive about Stewardship Capital is its use of derivatives and option strategies within managed accounts and its explicit discussion of leveraged and inverse ETF implementation and related derivative instruments. The firm is also licensed as an insurance agency and sells insurance products in connection with financial planning, and it participates in educational conferences and makes seminars or workshops available through custodial support relationships.

Client services

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Expertise

Active portfolio management Options & derivatives strategies Concentrated stock management General retirement planning General tax planning

Fee options

Fixed

Financial planning fees range from $250 to $5,000 depending on complexity

Percentage

$0 - $49,999: 1.75% $50,000 - $249,999: 1.50% $250,000 - $499,999: 1.25% $500,000 - $999,999: 1.00% $1,000,000 - $1,499,999: 0.95% $1,500,000 - $1,999,999: 0.90% $2,000,000+: 0.80%

Other

Account minimum: $50,000

Main office location

Stewardship Capital

4200 Little Blue Parkway, Suite 650

Independence MO 64057, United States

Number of offices

1

Most active in

Kansas · Missouri · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Aaron P

Series 63, Series 66

Independence, MO

Stewardship Capital

Aaron Pickert is a financial advisor with Stewardship Capital in Independence, MO, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has been with Stewardship Capital since 2016. In addition to his advisory role, he is involved in selling and servicing fixed insurance products, including term life, disability, long-term care, and critical illness insurance. Stewardship Capital serves individual investors, retirement and profit-sharing plans, corporations, trusts, and estates with discretionary portfolio management and financial planning. The firm utilizes a range of investment strategies, including fundamental and technical analysis, and employs derivatives and options writing within separately managed accounts.

Active portfolio management Options & derivatives strategies Concentrated stock management General retirement planning General tax planning
user avatar

Christopher W

CFP®, Series 63, Series 65

Independence, MO

Stewardship Capital

Christopher Walden is a CFP®-credentialed financial advisor with 19 years of industry experience. He has worked at Stewardship Capital since 2024 and previously spent 15 years with Heartland Capital Advisors LC. Outside of his advisory role, he is involved in fixed insurance sales through MO-KAN Insurance. Stewardship Capital serves individual investors, retirement plans, corporations, trusts, and estates, offering discretionary portfolio management and financial planning. The firm employs a range of investment strategies including charting, fundamental, technical, and cyclical analysis, and utilizes derivatives and options writing within separately managed accounts.

Active portfolio management Options & derivatives strategies Concentrated stock management General retirement planning General tax planning
user avatar

Ronald F

ChFC®, Series 63, Series 65

Independence, MO

Stewardship Capital

Ronald Finke is a ChFC®-designated financial advisor with 27 years of industry experience. He has been with Stewardship Capital since 1998. Stewardship Capital serves individual investors, retirement and profit-sharing plans, corporations, trusts, and estates, offering discretionary portfolio management and financial planning. The firm employs a range of investment strategies including charting, fundamental, technical, and cyclical analysis, and incorporates derivatives and options writing in its management approach.

Active portfolio management Options & derivatives strategies Concentrated stock management General retirement planning General tax planning
user avatar

Lucas D

Series 65

Independence, MO

Stewardship Capital

Lucas Davis is a financial advisor at Stewardship Capital in Independence, Missouri, holding a Series 65 designation with nine years of industry experience. He has been with Stewardship Capital since 2015. Stewardship Capital provides discretionary portfolio management and financial planning to individual investors, retirement and profit-sharing plans, corporations, trusts, and estates. The firm employs a range of investment strategies including fundamental and technical analysis, and utilizes derivatives and options writing within separately managed accounts.

Active portfolio management Options & derivatives strategies Concentrated stock management General retirement planning General tax planning
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