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- Custodian
- BNY Mellon · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Vertex crestAtlas +more
- 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.
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Investment Themes
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Owner & Executives
Brian Seay
Chief Compliance Officer, Founding Partner, Managing Member
- CRD
- #7411892
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,153,477 | -- |
| Non-Discretionary | $553,050 | -- |
| Total | $11,706,527 | -- |
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Separately Managed Accounts
Total SMA Asset: $11,706,527
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $228,141,973 | 25.7% |
| Public Funds | $433,203,435 | 48.8% |
| Cash | $226,366,549 | 25.5% |
| Total | $887,711,957 | 100.0% |