Steward Capital LLC.

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Client assets under management

$60,666,706

Clients

65% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$1,956,991

About

The firm provides ongoing portfolio management and financial planning primarily to individual and high‑net‑worth clients, including accredited and qualified investors, and offers access to private placements and alternative investments. It generally manages accounts on a discretionary basis and documents client objectives and constraints in an Investment Policy Statement for each client.

Its investment approach combines fundamental analysis and modern portfolio theory and includes a wide range of instruments and strategies, from mutual funds and ETFs to illiquid private placements, real‑estate funds and venture investments. The firm’s stated strategy can include use of leverage, short sales and options, and it monitors allocations and trading activity to implement client‑specific risk tolerances.

Compared with many peers, the firm is notable for actively using margin/borrowing and derivatives within client accounts and for its relationship with a private fund sponsor in which the firm’s principal has an ownership stake; those funds may assess incentive (performance‑based) fees. Although the adviser currently does not charge performance‑based fees itself, its brochure discloses the potential for future performance fee arrangements and describes risk‑mitigation practices such as limiting private placement allocations and disclosing conflicts to clients.

Client services

Financial planning Portfolio management

Expertise

Real estate investing Options & derivatives strategies Private / alternative investments Business ownership considerations College savings (529s, UTMA, etc.)

Occupation focus

Founder/Business Owner

Fee options

Fixed

Fixed fees for ongoing financial planning between $3,000 and $10,000 per year, based on plan complexity

Percentage

$0 - $250,000: 1.80% $250,001 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $1,500,000: 0.95% $1,500,001 - $3,000,000: 0.85% $3,000,001+: 0.70%

Project-based

$300 per hour for discrete financial planning engagements

Other

Minimum fee: Minimum annual fee of $5,000 Fee-only: Portfolio management fees as above; financial planning hourly fee $300/hour; fixed fees for ongoing financial planning $3,000 to $10,000 per year

Main office location

Steward Capital LLC.

10900 Ne 8 Th St, Suite 800

Bellevue WA 98004, United States

Number of offices

Most active in

Washington

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

Website 425-818-2231

Advisors at this firm

Christopher S

Series 66

Bellevue, WA

Steward Capital LLC.

Christopher Steward is a financial advisor at Steward Capital LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at Legacy Group Capital LLC and Sweetwater Investments, Inc. Steward is a limited partner investor in various apartment buildings and developments. Steward Capital LLC provides portfolio management and financial planning services primarily to individual and high-net-worth clients, including accredited and qualified investors. The firm employs an investment approach that combines fundamental analysis and modern portfolio theory, utilizing a broad range of instruments from mutual funds and ETFs to private placements and real estate funds, and is notable for its active use of margin, derivatives, and a relationship with a private fund sponsor.

Real estate investing Options & derivatives strategies Private / alternative investments Business ownership considerations College savings (529s, UTMA, etc.) Founder/Business Owner

Samuel S

Series 65, Series 66

Bellevue, WA

Steward Capital LLC.

Samuel Stanus Ghib is a financial advisor at Steward Capital LLC with six years of industry experience. He holds Series 65 and Series 66 licenses and has been with Steward Capital since 2016. Prior to his advisory role, he was employed at Lam's Seafood Market for seven years. Steward Capital LLC provides portfolio management and financial planning services primarily to individual and high-net-worth clients, including accredited and qualified investors. The firm employs a combination of fundamental analysis and modern portfolio theory, utilizing a range of investment instruments and strategies, and is notable for its active use of margin, derivatives, and its relationship with a private fund sponsor in which the firm’s principal holds an ownership stake.

Real estate investing Options & derivatives strategies Private / alternative investments Business ownership considerations College savings (529s, UTMA, etc.) Founder/Business Owner

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