SIMPLY STEWARD

Overview

Simply Steward is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm serves individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. Its business activities also include accounting services. Fee arrangements combine a percentage of assets under management and fixed fees. Regulatory and structural details in the available record are limited: the SEC registration year is not listed, the firm does not identify as a multi-state adviser, and it is not flagged as an active ESG investor or a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives