Advisor at Capital Stewards, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Capital Stewards, LLC
Location
Huntsville, AL 35808
Credentials
CFA®
Industry experience
4 years
Brian Seay is a CFA® charterholder and founder of Capital Stewards, LLC, an independent advisory firm based in Huntsville, Alabama. He has four years of industry experience, including prior roles at Truist Bank and Accenture. Capital Stewards provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, and charitable organizations. The firm uses a combination of fundamental analysis, quantitative methods, and modern portfolio theory to manage client portfolios with discretionary trading authority.
Based on Capital Stewards, LLC
Financial planning workshops billed at a flat rate of $1,500 per session.
$0 - $499,999: 1.50% $500,000 - $999,999: 1.00% $1,000,000 - $2,999,999: 0.90% $3,000,000 - $9,999,999: 0.75% $10,000,000+: 0.50%
Fee-only: Flat financial planning fees at $1,500 per session for workshops; full financial plans may take multiple workshops.
4100 Market Street Sw, Suite 100
Huntsville, AL 35808
Alabama · Georgia · Tennessee
Capital Stewards, LLC
2021 - Present (5 years)
Truist Bank
2017 - 2021 (4 years)
Accenture
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Huntsville, AL
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ChFC®, Series 63
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Series 65
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LifeFirst Wealth, LLC
Series 65
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Tennessee Valley Investment Management
CFA®, Series 63
Hampton Cove, AL
Brol Capital Management, LLC
CFP®, Series 63, Series 66
Harvest, AL
Tulip Financial Planning LLC
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