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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-21-2021
- Office Locations
- 2
Office Locations
About Steward Inc.
Steward Inc. is a fee-only fiduciary RIA that serves as a personal family CFO for first-gen high earners and families, combining investment management with proactive tax strategy and guidance on major financial decisions (home, college, job changes). The process emphasizes second-opinion reviews, a prioritized action plan, and progress toward financial independence, starting with short fit calls and structured onboarding meetings. XYPN and NAPFA affiliated; custody via Altruist.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
AMI NASH SHAH
Chief Compliance Officer, Chief Executive Officer, Founder
- CRD
- #6622964
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Sarah Elizabeth Boothe
--
- CRD
- #7569480
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $66,369,028 | $179,812 |
| Non-Discretionary | $0 | -- |
| Total | $66,369,028 | $179,812 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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