Steve Pearson Capital Management LLC

Overview

Steve Pearson Capital Management LLC is a small, owner-operated advisory boutique focused on portfolio management for individuals and small businesses. The firm charges on a percentage-of-assets basis and manages both discretionary and nondiscretionary relationships. Investment activity leans toward pooled public vehicles—primarily mutual funds and other public funds—rather than direct security selection or heavy proprietary strategies. The firm is not positioned as an ESG-driven investor and does not identify as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices