Stewardship Partners Investment Counsel, Inc.

Stewardship Partners Investment Counsel, Inc. (CRD# 115340) is a financial advisory firm headquartered in Matthews, NC. They manage $52,082,577 in 285 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    52
    MILLION
  • Total Number of Accounts
    285
    ACCOUNTS
  • Average Account Value
    $182,746
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AR, CA, FL, GA, IL, IN, KY, LA, MI, NC, NH, OH, PA, SC, TN, TX, WA

Financial Advisors at Stewardship Partners Investment Counsel, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Howard J. Leonard
CRD#: 852575
2514 Plantation Center Drive, Matthews, NC 28105
96
Wealthminder
score

Howard Leonard (CRD# 852575) is an Investment Advisor Representative working at Stewardship Partners Investment Counsel, Inc. in Matthews, NC and has over 12 years of experience in the finance industry.

2
Stephen M. Dubarry
CRD#: 6627108
Olmstead, KY
90
Wealthminder
score

Stephen Dubarry (CRD# 6627108) is an Investment Advisor Representative working at Stewardship Partners Investment Counsel, Inc. in Olmstead, KY and has 1 year of experience in the finance industry.

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