S
CRD: 300576
Stewardship Edge Capital, LLC
$800.0K Total AUM
$800.0K Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
7 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-26-2019
- Office Locations
- 1
Office Locations
7201 Jonesboro RD, Suite 2 Morrow GA
About Stewardship Edge Capital, LLC
Stewardship Edge Capital, LLC is a Morrow, GA-based registered investment advisor serving retail clients, with a stated focus on entrepreneurs. The firm provides portfolio construction and insurance-related advisory support and implements strategies primarily via ETFs (SMA allocations largely in equity ETFs), with custody reported at Interactive Brokers.
Team overview
-- AVG AGE
$800.0K AVG AUM / ADVISOR
-- AVG AUM / CLIENT
7.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Services
Available
Owner & Executives
D
Darrell Alan Russell
Managing Member
- CRD
- #6735502
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $800,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $800,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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