PILGRIMS CAPITAL ADVISORS, INC.
DBA: STEWARDSHIP TRUST ADVISORS
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $294.9M |
| Discretionary | $268.1M91% of AUM |
| Non-Discretionary | $26.7M |
| Client Accounts | 983 |
| Avg Account Size | $300K |
| Employees | 7 |
| Peak AUM | $294.9MMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $295M | +20.2% | +18.5% | — | — |
| Discretionary AUM | $268M | +21.9% | |||
Key Metrics
| Total AUM | $294.9M |
| Discretionary | $268.1M |
| Employees | 7 |
| Client Accounts | 983 |
| Client Range | 101-250 |
Contact & Location
Address
3411 WILSON AVENUE SW
GRANDVILLE MI 49418
Phone
616-878-4200
Filing History
5 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Adviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$268M
90.9% of AUM
Non-Discretionary
$27M
9.1% of AUM
Disc. mix ▲ 1.3pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported