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Stewardship Capital, Ltd. 4200 Little Blue Parkway, Suite 650 Independence, MO 64057 Telephone: 8168336650 Website: www.stewcap.comFebruary 3, 2017This brochure provides information about the qualifications

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How to fill out stewardship form adv part

01

Obtain a copy of the stewardship form adv part from the relevant organization or regulatory body.

02

Fill out the form completely and accurately, providing all requested information about the investment advisor and their business practices.

03

Include any required disclosures or attachments as specified in the form instructions.

04

Review the completed form to ensure that all information is correct and up to date.

05

Submit the form to the appropriate authority within the specified deadline.

Who needs stewardship form adv part?

01

Investment advisors who are required to register with regulatory bodies or organizations that mandate the submission of a stewardship form adv part.

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What is stewardship form adv part?

Stewardship Form ADV Part is a form that investment advisors must file with the Securities and Exchange Commission (SEC) to report information about their advisory business.

Who is required to file stewardship form adv part?

Investment advisors registered with the SEC are required to file Stewardship Form ADV Part.

How to fill out stewardship form adv part?

Stewardship Form ADV Part can be filled out electronically through the Investment Adviser Registration Depository (IARD) system.

What is the purpose of stewardship form adv part?

The purpose of Stewardship Form ADV Part is to provide the SEC and clients with detailed information about an investment advisor's business practices, fees, conflicts of interest, and other important disclosures.

What information must be reported on stewardship form adv part?

Information that must be reported on Stewardship Form ADV Part includes assets under management, number of clients, types of services offered, fees charged, and potential conflicts of interest.

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