The Stewardship Solution
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The Stewardship Solution advises individuals and high‑net‑worth clients and currently manages roughly $14.8 million across about 71 client relationships. The firm offers both discretionary and non‑discretionary portfolio management, managed account programs, financial planning and consulting, and market‑timing services tailored to individual client needs.
Portfolios are structured around asset allocation, dollar‑cost averaging, technical analysis and both short‑ and long‑term trading, with client risk profiles driving investment decisions and periodic reviews. The firm may select or refer clients to third‑party managers (receiving fee shares for such referrals) and uses generative AI tools for administrative tasks while stating that all investment advice and asset‑allocation decisions are delivered personally by the firm.
Distinctive operational details include a recent corporate transition—redomesticated from California to Tennessee in 2023 and converted from a sole proprietorship to an LLC in February 2026—and a February 24, 2026 regulatory settlement addressing missing records, delivery of disclosure brochures, and an inaccurate Form ADV (a $2,500 fine). The brochure also discloses that the principal is a licensed insurance agent, the firm recommends specific custodians (Goldman Sachs or Altruist), and it maintains no account minimums — items that may affect conflicts of interest and how the firm’s services compare with peers.
Client services
Expertise
Fee options
$500 to $3,000 for financial planning
Under $100,000 - $99,999: 1.75% $100,000 - $250,000: 1.70% $250,001 - $500,000: 1.65% $500,001 - $1,000,000: 1.60% $1,000,001+: 1.55%
$150 to $200 per hour
Annual retainer fee negotiated between client and firm
Main office
Germantown TN
Advisors at this office
1
Most active in
California · Tennessee · Texas
Also doing business as
Hubbard, Derrik, Jacob · The Stewardship Solution · The Stewardship Solution, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Forms ADV
Quick links
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