Steward Capital LLC

Overview

Steward Capital LLC is an independent, Washington-registered limited liability RIA owned by an individual adviser. The firm focuses on wealth management for individuals and families and also provides portfolio management for small businesses. Core client services include financial planning and discretionary portfolio management, and the firm bills using a mix of percentage-of-AUM, hourly, fixed-fee, and performance-based arrangements. Steward Capital does not identify as an ESG investor and is not positioned as a multi-state or capital-allocating adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices