Stewardship Financial Advisors
Stewardship Financial Advisors is a Stockbridge, Georgia-based financial planning and advisory firm operating as the local office of CAPTRUST, providing holistic wealth management services to individuals, families, endowments, and foundations on a fee-based subscription model.
- Company typePrivate
- Founded1996
- HeadquartersStockbridge, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
What Stewardship Financial Advisors does
Stewardship Financial Advisors is a financial planning and advisory firm based in Stockbridge, Georgia, founded in 1996. According to the available data, the firm operates as the Stockbridge, GA office of CAPTRUST, a national registered investment advisory firm, with the local office specializing in financial services for individuals, endowments, and foundations. The firm delivers comprehensive wealth planning through a holistic approach that coordinates estate planning, retirement income planning, investment management, asset protection, and tax planning. It also offers specialized services for executives, business owners, families with complex needs, and professional athletes.
The firm's service portfolio is built around fee-based wealth management, with pricing tied to client investable assets and billed on an annual subscription cadence. While specific fee schedules are not publicly disclosed, the intake form segments prospects into asset-range tiers from under $1 million to over $20 million, indicating a target client base spanning mass-affluent to ultra-high-net-worth households. Distribution combines a local office presence (Stockbridge, GA, with a nearby Peachtree City location) with the broader CAPTRUST national footprint. Marketing channels include a content resources hub (articles, podcasts, videos, webinars), the proprietary VESTED magazine/platform, organic social media (LinkedIn, Facebook), referral programs, and SEO.
The Stockbridge office is staffed by six named professionals, including four Principals and Financial Advisors (Matt Godleski, Shane Hunter, Patrick Plunkett, and founder Charles B. Pyke, Jr.) plus senior specialists in relationship management and retirement services. The firm is privately held with no disclosed revenue, no funding rounds, no patents, and no public regulatory actions in the source data. Strategic positioning centers on personalized, fiduciary-grade advisory service for high-net-worth individuals and nonprofit institutions rather than technology differentiation or scale-based pricing.
Stewardship Financial Advisors firmographics
Firmographics- Name
- Stewardship Financial Advisors
- Legal name
- CAPTRUST
- Website
- https://stewardshipfinancialadv.com
- Company type
- Private
- Founded year
- 1996
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Stewardship Financial Advisors is a Stockbridge, Georgia-based financial planning and advisory firm operating as the local office of CAPTRUST, providing holistic wealth management services to individuals, families, endowments, and foundations on a fee-based subscription model.
- Ownership category
- akta.pro rank
Stewardship Financial Advisors industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Financial Planning–Led RIAs (FSAAACAB)
- akta.pro secondary industries
- Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG), Comprehensive Financial Planning (FSAEAAAA)
Keywords
Where Stewardship Financial Advisors is headquartered
LocationHeadquarters
- HQ city
- Stockbridge
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Stewardship Financial Advisors business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations, Technology or R&D, Infrastructure
Revenue model
- Wealth Management Advisory Fees: Fee-only or fee-based financial advisory services providing investment management, fiduciary services, and comprehensive wealth planning to individuals, families, endowments, and foundations.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Fee-based wealth management advisory services |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels6 records
Stewardship Financial Advisors product offering
Product offeringCore offering
Stewardship Financial Advisors, operating as the Stockbridge, GA office of CAPTRUST, provides comprehensive wealth planning and investment advisory services to individuals, families, endowments, and foundations. The firm uses a holistic approach that coordinates estate planning, retirement income planning, investments, asset protection, and tax planning into a single integrated financial plan. Services also include investment advisory and co-fiduciary solutions for retirement plan sponsors.
Product overview
CAPTRUST offers a single unified financial advisory platform centered on comprehensive wealth planning and investment management. The service integrates estate planning, retirement income planning, investments, asset protection, and tax planning into a coordinated holistic approach. The company serves individual investors and families through financial advisors who provide personalized wealth planning and portfolio management, family governance, and philanthropic strategies.
Differentiator
Problem solved
Functional benefit
Brands
- VESTED: A platform or magazine offering referenced as a resource channel for financial content.
Products and services
- Wealth Planning and Portfolio Management
- Family Governance and Philanthropic Strategies
- Estate Planning
- Retirement Income Planning
- Asset Protection
- Tax Planning
- Investment Advisory and Co-Fiduciary Services
Companies that use Stewardship Financial Advisors
Customer profileSegments3 records
Ideal customer profiles3 records
Stewardship Financial Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Stewardship Financial Advisors partnerships and signals
Strategic signalRecent moves1 record
Expansion highlights4 records
Stewardship Financial Advisors competitors and assessment
Company assessmentDirect peers
- Carson Group: National RIA and coaching platform serving financial advisors and their clients with wealth management, retirement, and estate planning. Comparable as a partner-platform RIA serving HNW families through advisor-led local relationships.
- Edward Jones: Large national RIA network with branch-based financial advisors serving individuals, families, and small-business retirement plans. Directly comparable as a comprehensive financial planning firm with a branch-office distribution model targeting HNW and mass-affluent clients.
- Raymond James Financial Services: Diversified financial services firm with a large independent advisor channel offering wealth management, retirement planning, and estate services. Comparable because its advisor network delivers holistic planning services to individuals and institutions through regional offices.
- Ronald Blue & Co. Christian-affiliated RIA offering comprehensive financial planning, investment management, and estate services to individuals and families. Comparable in integrated planning approach and Atlanta-area regional presence.
- Mariner Wealth Advisors: National RIA offering comprehensive financial planning, estate, tax, and retirement services to HNW individuals, families, and institutions. Directly comparable in service breadth, client segmentation, and acquisition-driven growth model.
- Creative Planning: Large independent RIA providing wealth management, estate planning, tax, and retirement services to high-net-worth clients nationwide. Comparable in holistic planning approach and multi-discipline service offering, though at significantly greater scale.
Broad incumbents
- LPL Financial: Largest independent broker-dealer and RIA custodian supporting thousands of financial advisors nationwide. Comparable as the enabling infrastructure for many small-to-mid-sized RIAs offering comprehensive financial planning.
- Cetera Financial Group: Large independent advisor network providing comprehensive financial planning, retirement, and investment advisory services. Comparable as a broad-incumbent platform enabling individual advisors to deliver holistic wealth management.
- Stifel Independent Advisors: Diversified wealth management and investment bank with a large independent advisor network. Comparable as a broad-incumbent offering comprehensive financial planning services to HNW individuals and retirement plan sponsors.
Regional players
- Common Wealth Advisors: Mid-sized RIA headquartered in Atlanta, GA serving individuals, families, and institutions with holistic financial planning. Strong regional overlap with Stewardship Financial Advisors' Stockbridge base and comparable client mix.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Stewardship Financial Advisors social profiles
Digital presenceStewardship Financial Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Stewardship Financial Advisors leadership team
Management profileNumber of profiles
Profiles6 records
Stewardship Financial Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Stewardship Financial Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Stewardship Financial Advisors
What does Stewardship Financial Advisors do?
Stewardship Financial Advisors, operating as the Stockbridge, GA office of CAPTRUST, provides comprehensive wealth planning and investment advisory services to individuals, families, endowments, and foundations. The firm uses a holistic approach that coordinates estate planning, retirement income planning, investments, asset protection, and tax planning into a single integrated financial plan. Services also include investment advisory and co-fiduciary solutions for retirement plan sponsors.
Is Stewardship Financial Advisors a public or private company?
Stewardship Financial Advisors is a private company. It is classified as unknown and is currently operating.
When was Stewardship Financial Advisors founded?
Stewardship Financial Advisors was founded in 1996. It employs 1 to 10 people.
Where is Stewardship Financial Advisors based?
Stewardship Financial Advisors is headquartered in Stockbridge, United States, in the North America region.
How does Stewardship Financial Advisors make money?
One revenue line is on record: wealth Management Advisory Fees.
Who are Stewardship Financial Advisors's main competitors?
Direct peers on record are Carson Group, Edward Jones, Raymond James Financial Services, Ronald Blue & Co., Mariner Wealth Advisors and Creative Planning. Broad incumbents are LPL Financial, Cetera Financial Group and Stifel Independent Advisors. Common Wealth Advisors is listed as a regional player.
Does Stewardship Financial Advisors have an API?
No public API is recorded for Stewardship Financial Advisors.
What industry is Stewardship Financial Advisors in?
Stewardship Financial Advisors's product category is Wealth Management. Its primary akta.pro industry code is FSAAACAB, Financial Planning–Led RIAs, with a secondary code of FSAAACAG, Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions). Its NAICS code is 523940 and its SIC code is 6282.