SCP Steward Capital Advisers LLC

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Client assets under management

Clients

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

—

About

The firm offers discretionary investment management and general consulting intended for institutional clients and pooled vehicles, and the brochure also lists banks and individual clients as potential client types; the firm currently reports no assets under management or active clients. Services are described as tailored to client objectives and risk tolerances through an ongoing dialogue and periodic review of goals and circumstances.

SCP states it implements discretionary strategies using fundamental, technical and cyclical analysis while taking tax implications and trading costs into account, and it describes a wide investable universe that includes listed and over‑the‑counter equities, fixed income, derivatives, structured products, private placements and other complex instruments. The firm says it operates on a fee‑only basis, does not participate in soft‑dollar arrangements, and does not charge performance‑based fees.

Notable differences from many peers include the firm’s decision not to vote client proxies (clients retain that responsibility) and its limited custody role—no physical custody of client assets beyond the ability to debit advisory fees. The brochure also highlights a very broad list of permissible securities and formal controls such as a Code of Ethics, business continuity planning, and monitoring of employee personal trading, all while the adviser reports a single supervised professional and zero AUM.

Client services

Portfolio management

Expertise

Active portfolio management Options & derivatives strategies Concentrated stock management Real estate investing

Fee options

Percentage

$0+: 1.50% +: 1.00%

Other

Account minimum: $250,000.00 Fee-only: Fees are negotiable and range from 1.00%-1.50% annually based on net asset value

Main office location

SCP Steward Capital Advisers LLC

Houston TX, United States

Number of offices

Most active in

Texas

Disclosures

Business activities & affiliations

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

281-221-9954

Advisors at this firm

Patrick F

Series 63, Series 65

Houston, TX

SCP Steward Capital Advisers LLC

Patrick Feldman is a financial advisor at SCP Steward Capital Advisers LLC in Houston, TX, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at SCP Steward Capital Advisers LLC since 2019, previously serving at Steward Securities Group LLC and operating as a self-employed consultant specializing in portfolio and hedge evaluation. Outside of investment advisory, he has provided consulting services through his independent contracting work with TMST, Inc. SCP Steward Capital Advisers LLC offers discretionary investment management and consulting primarily for institutional clients and pooled vehicles, employing fundamental, technical, and cyclical analysis across a broad range of securities. The firm emphasizes tailored strategies aligned with client objectives and risk tolerances, operates on a fee-only basis, and maintains formal compliance controls without physical custody of client assets.

Active portfolio management Options & derivatives strategies Concentrated stock management Real estate investing

William H

Series 63, Series 65

Houston, TX

SCP Steward Capital Advisers LLC

William Hoover is a financial advisor with SCP Steward Capital Advisers LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Steward Securities Group LLC and Republic Consulting Group LLC, where he is also the sole proprietor providing business consulting. Hoover serves as chairman and CEO of Steward Capital Partners LLC, a non-investment-related business. SCP Steward Capital Advisers LLC offers discretionary investment management and consulting services primarily for institutional clients and pooled vehicles, utilizing fundamental, technical, and cyclical analysis across a broad range of securities. The firm emphasizes tailored strategies aligned with client objectives and risk tolerances, operates on a fee-only basis, and maintains limited custody responsibilities.

Active portfolio management Options & derivatives strategies Concentrated stock management Real estate investing

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