CRD: 104936
Steward Capital Management
$95.1M Total AUM
$46.4M Disc. AUM
-10.3% 3Y CAGR
5 Employees
66 ADV. Clients
38 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-30-1988
- Office Locations
- 1
Office Locations
21 E. Long Lake Road Suite 200 Bloomfield Hills MI
About Steward Capital Management
Steward Capital Management is a Bloomfield Hills-based RIA. The firm has been operating for 38 years. Managing $95.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
64 AVG AGE
$95.1M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
8 yrs AVG TENURE
5 Employees
1 Advisory Reps
1 RIA Reps
38yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
Available
Investment Vehicles
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Services
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Owner & Executives
A
ANMAR KARIM SARAFA
Owner, President
- CRD
- #1575229
- Ownership
- 75% or more
Available
Available
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J
Jessica Hite
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $46,392,961 | $521,269 |
| Non-Discretionary | $48,755,391 | $1,805,755 |
| Total | $95,148,352 | $820,244 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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