Stewardright

Overview

Stewardright operates as a limited liability company and is organized as an independent registered investment adviser. The firm is owned by an individual and identifies as a capital allocator, working with both individual & family and institutional clients. Its fee arrangements are mixed — percentage-of-AUM billing alongside hourly, fixed, and other fee structures. Stewardright’s business activities include insurance brokerage and other financial product sales, while its advisory services focus on financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. The firm does not identify as an active ESG investor, and its profile indicates it is not a multi-state adviser or a newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices