Steward Capital LLC

Overview

Steward Capital LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm works primarily with individual and family clients and offers financial planning and portfolio management services, including work with individuals and small businesses. Its fee models are flexible and include asset-based fees, hourly and fixed-fee arrangements, and the capacity to charge performance-based fees. The firm does not self-identify as a capital allocator or an active ESG investor. It appears to operate on a single-state basis and is not flagged as a multi-state adviser; the year of SEC registration is not provided in the available records.

Assets & Accounts

Public Holdings

Investments & Alternatives