Fee-only adviser · Morrow, GA
Stewardship Edge Capital, LLC
Stewardship Edge Capital, LLC is a fee-only investment adviser registered with the securities regulator of Georgia, with its main office in Morrow, Georgia. On its latest Form ADV, filed March 31, 2026, it reports $800K in regulatory assets under management and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Georgia |
|---|---|
| Firm CRD number | 300576 |
| Office | 7201 Jonesboro RD, Suite 2 Morrow, GA 30260 |
| Phone | (770) 800-1126 |
| Website | stewardshipedgecapital.com |
| Regulatory assets under management | $800K |
| Individual clients | Fewer than 5 |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 31, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Nearby
- Ellenwood 1 firm
- Stockbridge 1 firm
- Fayetteville 1 firm
- Decatur 8 firms
- Scottdale 1 firm
- Conyers 3 firms
- Tyrone 1 firm
- Peachtree City 2 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Stewardship Edge Capital, LLC? Update this listing.