Stewardship Edge Capital, LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Contacts
1 of 1Darrell Russell
Managing MemberCRD 6735502
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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