$7.5M Total AUM
$7.5M Disc. AUM
-- 3Y CAGR
1 Employees
40 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- VertexAtlas +more
- Established Date
- 10-28-2009
- Office Locations
- 1
Office Locations
210 Riveredge Drive Leola PA
About Global Steward Advisors, LLC
Global Steward Advisors, LLC is an independent RIA serving retail clients with portfolio construction and ongoing asset management. The firm’s approach includes option-writing premiums alongside international equities and ETFs, with performance reported net of fees. Returns are independently time-weighted and calculated through E*TRADE Securities. Planning support includes retirement, tax, estate/legacy, insurance, and charitable giving.
Team overview
57 AVG AGE
$7.5M AVG AUM / ADVISOR
$188.4K AVG AUM / CLIENT
16.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
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Asset Classes
Glacier vertex Signal glacier
Custodian
Vertex unison Beacon Capital signal Value Delta Vital
Investment Themes
Vertex Matrix Legacy Bridge
Investment Vehicles
Ridge zenith Legacy zenith
Services
Ridge Summit element Element atlas Focus optima Glacier Optima Glacier Quantum Pioneer legacy Insight catalyst
Technology
Alpha foundation Ridge pioneer Focus
Owner & Executives
K
KENNETH SCOTT RAY
Investment Advisor, President
- CRD
- #830299
- Ownership
- 75% or more
(353) 910-2508
fusion.meridian@beaconcapital.com
in linkedin.com/in/delta-momentum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,535,999 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,535,999 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,535,999
Equity - Exchange:
47.4% Cash:
52.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,511,101,327 | 47.4% |
| Cash | $3,896,285,439 | 52.6% |
| Total | $7,407,386,766 | 100.0% |