Steward Inc.
Firm details
- Headquarters
- ,
- CRD number
- 314340
- Registered since
- October 15, 2021
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI87.14%
- Individuals12.86%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Steward Inc. is an independent, owner-operated registered investment adviser that began SEC registration in 2021. The firm focuses on individual and family clients and provides financial planning alongside portfolio management services aimed at individuals and small businesses. Compensation is via a mix of percentage-of-AUM and fixed fees. Steward identifies as an active ESG investor and states advisory activities centered on planning and discretionary portfolio management. It does not appear to operate as a capital allocator running proprietary funds; instead it places client capital with outside managers.
Assets & Accounts
Investments & Alternatives
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
- Public Funds/Mutual Funds83%
- Exchange Traded Equities12%
- Cash & Cash Equivalents4%
Owners & executives
1 of 1
Ami Shah
CEOCRD 6622964
Contacts
1 of 1
Sarah Boothe
Associate AdvisorCRD 7569480
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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