Global Steward Advisors, LLC

Overview

Global Steward Advisors, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on portfolio management for individuals and small businesses and also operates as an insurance broker. Its client base is primarily individual and family clients, and it charges fees based on a percentage of assets under management. The firm is not positioned as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices