STEWARD CAPITAL MANAGEMENT

Overview

Steward Capital Management is a privately owned corporate adviser that splits its business between individual/family clients and institutional accounts. The firm runs discretionary and non-discretionary portfolio management for individuals, small businesses and institutions and shows a clear preference for equity-oriented portfolios. Steward is not positioned as an ESG-focused or multi-state adviser; its registered history dates back to 1988 and its fee model includes both percentage-of-AUM and performance-based arrangements. On the investment side, Steward combines public market equities and fixed-income exposures with active allocation to real assets. The firm acts beyond pure advisory duties in the real estate space, operating as a broker/sponsor and serving as general partner or managing member of pooled investment vehicles. That sponsor/GP role ties directly to the firm’s private fund activity in real estate and indicates that Steward both structures and places capital into its own private offerings as well as third‑party alternative managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices