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President, Chief Investment Officer · Stewardship Capital

Ronald C. Finke

CRD 1087361 · 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 Ronald C. Finke on its Form ADV as President, Chief Investment Officer, a control person.

Firms and roles

  • Stewardship CapitalPresident, Chief Investment OfficerWealth manager · Independence, MO · $168M in regulatory assets

AtlasMembers

Ronald’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
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Each firm’s assets and growth
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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

  • Lucas K. DavisChief Compliance Officer and Director of Operations, Stewardship Capital

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