Steward Family Office, Inc.

Overview

Steward Family Office, Inc. is organized as a corporation with individual ownership. Publicly recorded business activities emphasize financial planning services rather than portfolio management or custody. The firm reports a fixed-fee billing model and does not identify itself as an active ESG investor. FINTRX flags it as a single-state adviser (not multi-state) and not a capital allocator, pension consultant, related adviser, or newly formed adviser. The firm's name includes "Family Office" while its registered advisory activity is limited to financial planning in the available data.

Assets & Accounts

Investments & Alternatives