CAPITAL STEWARDS, LLC

Overview

Capital Stewards, LLC is a small, independent registered investment adviser operating as a limited liability company and serving both individual/family and institutional clients. The firm emphasizes discretionary portfolio management and financial planning for individuals and small businesses, charging a mix of AUM-based fees and fixed fees. Its portfolio approach leans toward equity-centric allocations, with exchange-traded equities forming the largest portion of assets under management. The firm does not identify as an active ESG investor and is not positioned as a multi-state or pension consultant adviser. Despite its boutique scale, Capital Stewards uses third‑party managers for access to private markets and other alternatives, indicating a willingness to complement liquid equity exposure with less correlated strategies. Custody and execution are consolidated through Charles Schwab & Co., Inc., which supports the firm’s ETF and equity trading, SMA structures and access to external alternative funds.

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Public Holdings

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Location & Offices