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Lucas Konrad Davis

Investment adviser representative at Stewardship Capital
11 yearsExperience
1 stateRegistered in
$168.4MFirm assets
2 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

11 years in the industry.

  1. Stewardship CapitalApr 2015 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2016

State registrations

Registered as an investment adviser representative in 1 state (MO).

Stewardship Capital

Legal name: Stewardship Capital, Ltd.

$168.4MAssets managed
392Clients
4Advisers
2 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6652495
Firm CRD
110944
Advisor's SEC record (opens in a new tab)
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