STEWARDSHIP FINANCIAL ADVISORS, LLC
CRD #125724 SEC #801-67808 STOCKBRIDGE, GA 770-507-0025
SEC Registered
Total AUM
$777.4M
Discretionary
$777.4M
Employees
14
Clients
0
Accounts
1,740
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2021 | $777.4M | $777.4M | $0 | 14 | 0 |
| Mar 2021 | $777.4M | $777.4M | $0 | 14 | 0 |
| Jun 2020 | $599.3M | $599.3M | $0 | 14 | 0 |
| Mar 2020 | $599.3M | $599.3M | $0 | 14 | 0 |
| Nov 2019 | $439.5M | $439.5M | $0 | 13 | 0 |
| Mar 2019 | $439.5M | $439.5M | $0 | 13 | 0 |
| May 2018 | $420.7M | $420.7M | $0 | 9 | 0 |
| Mar 2018 | $420.7M | $420.7M | $0 | 9 | 0 |
| Sep 2017 | $420.1M | $338.3M | $81.8M | 6 | 743 |
| Aug 2017 | $420.1M | $338.3M | $81.8M | 6 | 743 |
| Mar 2017 | $420.1M | $338.3M | $81.8M | 5 | 743 |
| May 2016 | $280.7M | $280.7M | $0 | 5 | 300 |
| Mar 2016 | $273.5M | $273.5M | $0 | 5 | 300 |
| Mar 2016 | $273.5M | $273.5M | $0 | 5 | 300 |
| Mar 2016 | $273.5M | $273.5M | $0 | 5 | 300 |
| Jul 2015 | $340M | $240M | $100M | 5 | 300 |
| Apr 2015 | $340M | $240M | $100M | 5 | 300 |
| Mar 2015 | $340M | $240M | $100M | 5 | 300 |
| Sep 2014 | $202.2M | $135.5M | $66.7M | 8 | 100 |
| Aug 2014 | $202.2M | $135.5M | $66.7M | 8 | 100 |
| Jul 2014 | $202.2M | $135.5M | $66.7M | 8 | 100 |
| Mar 2014 | $130.3M | $0 | $130.3M | 9 | 100 |
| Mar 2013 | $167.9M | $0 | $167.9M | 5 | 300 |
| Mar 2012 | $136.8M | $0 | $136.8M | 6 | 200 |
| Jul 2011 | $94.5M | $0 | $94.5M | 10 | -- |
| May 2011 | $95.7M | $0 | $95.7M | 10 | -- |
| Apr 2011 | $95.7M | $0 | $95.7M | 10 | -- |
| Feb 2009 | $46.8M | $0 | $46.8M | 10 | -- |
| Nov 2007 | $32.3M | $0 | $32.3M | 5 | -- |
| May 2007 | $32.3M | $0 | $32.3M | 5 | -- |
| Apr 2007 | $32.3M | $0 | $32.3M | 5 | -- |
DateApr 2021
Total AUM$777.4M
Discretionary$777.4M
Non-Disc.$0
Employees14
Clients0
DateMar 2021
Total AUM$777.4M
Discretionary$777.4M
Non-Disc.$0
Employees14
Clients0
DateJun 2020
Total AUM$599.3M
Discretionary$599.3M
Non-Disc.$0
Employees14
Clients0
DateMar 2020
Total AUM$599.3M
Discretionary$599.3M
Non-Disc.$0
Employees14
Clients0
DateNov 2019
Total AUM$439.5M
Discretionary$439.5M
Non-Disc.$0
Employees13
Clients0
DateMar 2019
Total AUM$439.5M
Discretionary$439.5M
Non-Disc.$0
Employees13
Clients0
DateMay 2018
Total AUM$420.7M
Discretionary$420.7M
Non-Disc.$0
Employees9
Clients0
DateMar 2018
Total AUM$420.7M
Discretionary$420.7M
Non-Disc.$0
Employees9
Clients0
DateSep 2017
Total AUM$420.1M
Discretionary$338.3M
Non-Disc.$81.8M
Employees6
Clients743
DateAug 2017
Total AUM$420.1M
Discretionary$338.3M
Non-Disc.$81.8M
Employees6
Clients743
DateMar 2017
Total AUM$420.1M
Discretionary$338.3M
Non-Disc.$81.8M
Employees5
Clients743
DateMay 2016
Total AUM$280.7M
Discretionary$280.7M
Non-Disc.$0
Employees5
Clients300
DateMar 2016
Total AUM$273.5M
Discretionary$273.5M
Non-Disc.$0
Employees5
Clients300
DateMar 2016
Total AUM$273.5M
Discretionary$273.5M
Non-Disc.$0
Employees5
Clients300
DateMar 2016
Total AUM$273.5M
Discretionary$273.5M
Non-Disc.$0
Employees5
Clients300
DateJul 2015
Total AUM$340M
Discretionary$240M
Non-Disc.$100M
Employees5
Clients300
DateApr 2015
Total AUM$340M
Discretionary$240M
Non-Disc.$100M
Employees5
Clients300
DateMar 2015
Total AUM$340M
Discretionary$240M
Non-Disc.$100M
Employees5
Clients300
DateSep 2014
Total AUM$202.2M
Discretionary$135.5M
Non-Disc.$66.7M
Employees8
Clients100
DateAug 2014
Total AUM$202.2M
Discretionary$135.5M
Non-Disc.$66.7M
Employees8
Clients100
DateJul 2014
Total AUM$202.2M
Discretionary$135.5M
Non-Disc.$66.7M
Employees8
Clients100
DateMar 2014
Total AUM$130.3M
Discretionary$0
Non-Disc.$130.3M
Employees9
Clients100
DateMar 2013
Total AUM$167.9M
Discretionary$0
Non-Disc.$167.9M
Employees5
Clients300
DateMar 2012
Total AUM$136.8M
Discretionary$0
Non-Disc.$136.8M
Employees6
Clients200
DateJul 2011
Total AUM$94.5M
Discretionary$0
Non-Disc.$94.5M
Employees10
Clients--
DateMay 2011
Total AUM$95.7M
Discretionary$0
Non-Disc.$95.7M
Employees10
Clients--
DateApr 2011
Total AUM$95.7M
Discretionary$0
Non-Disc.$95.7M
Employees10
Clients--
DateFeb 2009
Total AUM$46.8M
Discretionary$0
Non-Disc.$46.8M
Employees10
Clients--
DateNov 2007
Total AUM$32.3M
Discretionary$0
Non-Disc.$32.3M
Employees5
Clients--
DateMay 2007
Total AUM$32.3M
Discretionary$0
Non-Disc.$32.3M
Employees5
Clients--
DateApr 2007
Total AUM$32.3M
Discretionary$0
Non-Disc.$32.3M
Employees5
Clients--