Stewardship Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$164,858,240
Clients
385
Advisors
4
of 5 employees
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
Expertise
Fee options
Financial planning fees range from $250 to $5,000 depending on complexity
$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%
Account minimum: $50,000
Main office
4200 Little Blue Parkway, Suite 650
Independence MO 64057
Advisors at this office
4
Most active in
Kansas · Missouri · Texas
Also doing business as
Stewardship Capital · Stewardship Capital, Ltd.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
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.
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.
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.
Lucas D
Series 65
Independence, MO
Stewardship Capital
Lucas Davis is a financial advisor at Stewardship Capital with 10 years of industry experience. He holds a Series 65 credential and has been with the firm since 2015. Stewardship Capital serves individuals, including high-net-worth clients, as well as retirement plans, corporations, trusts, and estates, offering discretionary portfolio management and financial planning. The firm utilizes a combination of fundamental and technical analysis and incorporates derivatives and option strategies within managed accounts to achieve targeted exposures.
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