STEWARD CAPITAL LLC.

Overview

Steward Capital LLC is an independent registered investment adviser that manages portfolios for individuals and families, with a focus on fee arrangements that include a percentage-of-assets charge alongside hourly, fixed-fee and performance-based engagements. The firm shows a clear preference for equities as its primary allocation tool and offers both financial planning and portfolio management services targeted to individual and small-business clients. Steward Capital is not positioned as a multi-state or pension consultant adviser, and it does not identify as an active ESG investor. Investment implementation appears centered on discretionary portfolio management (the bulk of its assets are managed on a discretionary basis), with the adviser using managed equity sleeves and third-party vehicles where appropriate. Given the firm’s size and client base, its approach blends customized account-level management with access to external alternative managers for clients seeking exposure beyond public markets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices