Unclaimed Profile

Lucas Konrad Davis

STEWARDSHIP CAPITAL, LTD.·INDEPENDENCE, Missouri

Series 65Clean record9 years registeredSTEWARDSHIP CAPITAL, LTD.

4200 LITTLE BLUE PARKWAY, INDEPENDENCE, MO 64057CRD# 6652495Firm CRD# 110944

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lucas Konrad Davis · INDEPENDENCE, MO

Registration

CRD #6652495 · STEWARDSHIP CAPITAL, LTD. · 9 years registered

Brand Profile

Not yet started

Career History

STEWARDSHIP CAPITAL

Oct 2016 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · October 18, 2016

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STEWARDSHIP CAPITAL, LTD.

CRD 110944 · SEC 801-130645

AUM

$136M

Regulatory assets under management

Employees

846 client accounts

Services offered by STEWARDSHIP CAPITAL, LTD.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at STEWARDSHIP CAPITAL, LTD. →

Introduction

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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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