Stewardship Edge Capital, LLC

RIASEC Registered
Total AUM
$800K
Discretionary
$800K
100% of AUM
Avg account
$160K
Accounts
5
Employees
1
Advisory reps
1

Firm details

Headquarters
Morrow, Georgia
CRD number
300576
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Stewardship Edge Capital, LLC is organized as a single-owner limited liability company that provides portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and reports that its advisory work is focused on discretionary portfolio management. It is not positioned as an institutional capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser or pension consultant. The firm operates independently (no related adviser listed).

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 99%, Cash & Cash Equivalents 1%99%
  • Exchange Traded Equities99%
  • Cash & Cash Equivalents1%

Contacts

1 of 1
  • Darrell Russell

    Managing MemberCRD 6735502

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Morrow, GA

Clayton

Location

Morrow, GA

Headquartered in Morrow, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
Clayton
Address
7201 Jonesboro Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth