STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

Overview

Steward Partners Investment Solutions, LLC is an SEC-registered investment adviser organized as an LLC and listed with an SEC registration year of 1936. The firm reports itself as not operating as a capital allocator, which aligns with its use of third-party managers for nontraditional strategies. Public-equity and ETF exposure appears central to its discretionary portfolios, while the firm also identifies itself as an active ESG investor, signaling incorporation of environmental, social or governance factors into at least some strategies or client offerings. The snapshot data classifies the firm as an unclassified owner type (domestic entity/individual) and shows it does not present as a multi-state adviser in the dataset’s flagging, despite a broad office footprint. The combination of public-market holdings, manager-sourced alternatives and retail building blocks (mutual funds and annuities) suggests a wealth-management orientation that blends model/portfolio management with delegated access to external alternative managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices