Stevard LLC
Firm details
- Headquarters
- ,
- CRD number
- 285189
- Registered since
- September 13, 2016
- Website
- www.stevardllc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI99.98%
- Individuals0.02%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Stevard LLC is an independent, SEC-registered registered investment adviser formed in 2016 and organized as an LLC with individual ownership. The firm serves both individual and family clients as well as institutional investors and describes itself as a capital allocator that constructs portfolios and hires external managers when appropriate. Its advisory services include portfolio management for individuals and small businesses, management of pooled investment vehicles, and selection of third‑party advisers. The firm also lists accounting among its business activities. Fee arrangements are flexible and include percentage-of-AUM billing plus hourly, fixed-fee and other structures. Stevard does not identify as an active ESG investor.
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 Equities65%
- Public Funds/Mutual Funds28%
- Cash & Cash Equivalents7%
Contacts
3 of 3
Christine Sibrava
PresidentCRD 5923825
Gery Sadzewicz
CCOCRD 1090963
Jessica Garner
Vice President of Finance and OperationsCRD 6724869
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 12Active vs passive
$12.7M in ETFs
94%
$11.9M
6%
$790K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $3.1M | 5,324 | 24.50% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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