Steward Inc.

Overview

Steward Inc. is an independent registered investment adviser operating as a corporation and owned by an individual. The firm focuses on advising individuals and families, offering financial planning and discretionary portfolio management for individuals and small businesses. Fees are charged as a percentage of AUM or via fixed fees. Steward identifies as an active ESG investor and is state-registered in California, the District of Columbia, Massachusetts, Maryland, and New York. The firm is not listed as a capital allocator and appears to rely on external managers and pooled vehicles when accessing specialized strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices