Member/partner · Stewardship Advisors, LLC
John C. Simkins
CRD 2847539 · Named on Form ADV at one SEC-registered adviser
At a glance
Stewardship Advisors, LLC, an SEC-registered wealth manager based in Mount JOY, PA with $545 million in regulatory assets, lists John C. Simkins on its Form ADV as Member/partner, a control person.
Firms and roles
- Stewardship Advisors, LLCMember/partnerWealth manager · Mount JOY, PA · $545M in regulatory assets
AtlasMembers
John’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Wilbur L. ShertzerManaging Member/partner, Stewardship Advisors, LLC
- Mark A. BrinserMember/chief Compliance Officer, Stewardship Advisors, LLC
- Thomas E. TalbottMember/partner, Stewardship Advisors, LLC
- Zachary S. DrescherMember, Stewardship Advisors, LLC
- Logan D. KreadyMember, Stewardship Advisors, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For John’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.