$60.7M Total AUM
$57.2M Disc. AUM
-- 3Y CAGR
2 Employees
31 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-08-2016
- Office Locations
- 1
Office Locations
10900 NE 8TH ST Suite 800 Bellevue WA
About Steward Capital Llc.
Steward Capital LLC is a Bellevue, WA boutique RIA providing fee-based planning and commission-free in-house investment management. Portfolios are built primarily with individual stocks and low-cost ETFs, complemented by real estate and alternative assets to pursue diversification, tax advantages, and reduced volatility. Led by CFP® Christopher J. Steward; custody includes Schwab.
Team overview
41 AVG AGE
$30.3M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
6.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
10yrs Firm Age
Insights
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Accredited Investors
Available
Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
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Investment Vehicles
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Platform
Available
Services
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Technology
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Owner & Executives
CHRISTOPHER JOHN STEWARD
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #4980441
- Ownership
- 75% or more
Available
Available
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S
SAMUEL STANUS-GHIB
--
- CRD
- #5845383
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $57,183,821 | -- |
| Non-Discretionary | $3,482,885 | -- |
| Total | $60,666,706 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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