RIA Intel›Advisers›Oregon›STEWARDSHIP INVESTMENT SERVICES LLC

STEWARDSHIP INVESTMENT SERVICES LLC

Advisory

Data as of Jan 13, 2026 · Source: SEC Form ADV

Average account

$49K

across 32 accounts

AUM per adviser

$2M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 13, 2026.

Total AUM

$2M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$2M

Discretionary AUM$2M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients26

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOR

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

26 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in OR

Closest by assets under management. All figures from Form ADV.

WEST RIDGE CAPITAL MANAGEMENT L.L.C.

$2M

MAGNOLIA GROWTH CAPITAL LLC

$2M

PINESTAR CAPITAL ADVISORS LLC

$2M

TOTAL ASSETS MANAGEMENT, INC.

PORTLAND, OR

$1M

PURSUIT PLANNING AND INVESTMENTS, LLC

$2M

REALLOCATE ADVISORS, LLC

LAKE OSWEGO, OR

$1M

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