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Lucas Konrad Davis

STEWARDSHIP CAPITAL, LTD.·INDEPENDENCE, Missouri
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4200 LITTLE BLUE PARKWAY, INDEPENDENCE, MO 64057CRD# 6652495Firm CRD# 110944
01

About

Lucas Konrad Davis is a registered financial advisor based in INDEPENDENCE, Missouri, affiliated with STEWARDSHIP CAPITAL, LTD.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
STEWARDSHIP CAPITAL, LTD.
STEWARDSHIP CAPITAL
AUM
$136M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at STEWARDSHIP CAPITAL, LTD. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
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Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6652495
Firm CRD# 110944
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lucas Konrad Davis offer?
Lucas Konrad Davis specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in INDEPENDENCE, Missouri for a consultation.
What are Lucas Konrad Davis's credentials?
Lucas Konrad Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lucas Konrad Davis located?
Lucas Konrad Davis is based in INDEPENDENCE, Missouri, working with STEWARDSHIP CAPITAL, LTD.. Their office serves clients in the INDEPENDENCE metropolitan area and surrounding communities.
How does Lucas Konrad Davis charge for services?
Lucas Konrad Davis's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STEWARDSHIP CAPITAL, LTD.?
STEWARDSHIP CAPITAL, LTD. has approximately 4 employees and manages $136M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in INDEPENDENCE
Kenneth David Stockard — HEARTLAND CAPITAL ADVISORS, L.C.Gregory Allen Dorsch — HEARTLAND CAPITAL ADVISORS, L.C.Kenneth Allen Woodruff — HEARTLAND CAPITAL ADVISORS, L.C.Ronald Clark Finke — STEWARDSHIP CAPITAL, LTD.Gregory Clark Finke — STEWARDSHIP CAPITAL, LTD.
Nearby cities in Missouri
ST. LOUIS (594)KANSAS CITY (265)CLAYTON (125)SAINT LOUIS (108)CHESTERFIELD (78)
City Guides
ST. LOUIS GuideKANSAS CITY GuideCLAYTON GuideSAINT LOUIS GuideCHESTERFIELD Guide
Research
Advisor Fees in MissouriNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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