Fee-only adviser · Matthews, NC
Stewardship Partners Investment Counsel, Inc.
Stewardship Partners Investment Counsel, Inc. is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with a mailing address in Matthews, North Carolina (its office is a private residence, so the street address is not published). On its latest Form ADV, filed December 16, 2025, it reports $73M in regulatory assets under management, 142 individual clients and 3 employees who give 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 | SEC-registered |
|---|---|
| Firm CRD number | 115340 · SEC file 801-62738 |
| Office | Matthews, NC (mailing address; office not published) |
| Phone | (800) 930-6949 |
| Website | stewardshippartners.com |
| Regulatory assets under management | $73M |
| Individual clients | 130 non-high-net-worth, 12 high-net-worth |
| Financial planning clients | 26-50 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management |
| Employees | 4 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | December 16, 2025 |
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.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- 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.
Other fee-only advisers in Matthews
- Family Wealth Partners, LLC $392M
- Tassel Capital Management, Inc $266M
- Sapere Wealth Management, LLC $605M
- Alluvial Wealth Management $1.8M
See all 5 fee-only advisers in Matthews →
Nearby
- Charlotte 60 firms
- Indian Land 1 firm
- Marvin 1 firm
- Fort Mill 2 firms
- Concord 3 firms
- Rock Hill 3 firms
- Davidson 2 firms
- Cornelius 2 firms
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