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Chief Compliance Officer and Director of Operations · Stewardship Capital

Lucas K. Davis

CRD 6652495 · Named on Form ADV at one SEC-registered adviser

At a glance

Stewardship Capital, an SEC-registered wealth manager based in Independence, MO with $168 million in regulatory assets, lists Lucas K. Davis on its Form ADV as Chief Compliance Officer and Director of Operations, a control person.

Firms and roles

  • Stewardship CapitalChief Compliance Officer and Director of OperationsWealth manager · Independence, MO · $168M in regulatory assets

AtlasMembers

Lucas’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
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Control-person status
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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

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lucas’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.