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- Custodian
- BNY Mellon · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-27-2021
- Office Locations
- 1
Office Locations
About Capital Stewards, LLC
Capital Stewards is a Huntsville, Alabama-based fee-only, fiduciary RIA providing flat-fee financial planning and investment management. The firm focuses on retirement planning (“making work optional”), tax reduction, and aligning portfolios with Christian values, with a mix of simple digital experiences and in-person guidance. Works with local executives, business owners, and churches/faith-based nonprofits, and publishes a biblical stewardship investing series; has been quoted in outlets including WSJ, Barron’s, and Yahoo Finance.
Reported data analysis
What the numbers show
Of the latest reported AUM, 95.3% is discretionary and 4.7% is non-discretionary.
The firm reports 1 advisory representatives and 14 clients, or 14 clients per representative. That equates to $836.2K in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on February 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Capital Stewards, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Brian Seay
Chief Compliance Officer, Founding Partner, Managing Member
- CRD
- #7411892
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,153,477 | -- |
| Non-Discretionary | $553,050 | -- |
| Total | $11,706,527 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Capital Stewards, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.