Stephen duBarry
Stewardship Partners Investment Counsel · Olmstead, Kentucky
Stephen duBarry is a fee-only financial advisor at Stewardship Partners Investment Counsel in Olmstead, Kentucky, who holds the CFA credential. Stephen charges a percentage of assets (1% a year on the first tier of assets managed and a $50,000 asset minimum) and focuses on sustainable & impact investing.
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Specialties
Facts
| Firm | Stewardship Partners Investment Counsel |
|---|---|
| Based in | Olmstead, Kentucky |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed · A $50,000 asset minimum |
| Assets under management | $73.2M across 325 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in KY · CRD 6627108 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | stewardshippartners.com |
How Stephen's firm compares
- Stewardship Partners Investment Counsel's average account is about $225,000, from its Form ADV (assets managed divided by 325 accounts).
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Questions about Stephen
Is Stephen duBarry a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and Stewardship Partners Investment Counsel reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stephen charge for financial advice?
Stephen charges a percentage of assets.
How much does Stephen charge?
According to Stewardship Partners Investment Counsel's website, checked October 30, 2026: 1% a year on the first tier of assets managed; a $50,000 asset minimum.
Where is Stephen duBarry based?
Stephen duBarry is based in Olmstead, Kentucky.
What does Stephen specialize in?
Stephen's specialties include sustainable & impact investing.
What credentials does Stephen duBarry hold?
Stephen duBarry holds the CFA credential.
Is Stephen duBarry registered with the SEC?
Yes. Stephen duBarry is registered as an investment adviser representative in KY (CRD 6627108), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Stewardship Partners Investment Counsel manage?
Stewardship Partners Investment Counsel reports $73.2M across 325 accounts in assets under management.
How do I contact Stephen duBarry?
Through Stephen's website, stewardshippartners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Stewardship Partners Investment Counsel website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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