Steward Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$46,338,433
This total excludes 24 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
42
31% high-net worth
Advisors
1
of 5 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
42
TypicalAverage account size
$1,103,296
About
Steward Capital Management provides investment management and wealth‑preservation services to individual clients (including high‑net‑worth investors) and a range of institutional clients such as pension and profit‑sharing plans, trusts, estates and pooled private investment vehicles. The firm delivers portfolio management and investment advisory services, and is compensated primarily through asset‑based and negotiated advisory fees.
The firm uses a core/satellite, global diversified balanced approach with defined equity allocation ranges (aggressive to conservative) and offers portfolios built from ETFs, mutual funds and selected individual securities. Research and security selection incorporate fundamental and technical analysis using Bloomberg and Credit Suisse HOLT valuation metrics, and portfolios are tailored through client interviews, risk questionnaires and coordination with centers of influence when appropriate.
What distinguishes the firm is its active role in real estate investing and fund sponsorship: affiliated entities operate real estate management activities and the firm serves as investment manager or general partner to private pooled funds (including Steward Real Estate Partners Fund I, LP and WCERS Opportunity Fund, L.P.), and it periodically provides real estate sourcing and management advice. Steward manages roughly $95 million in SEC‑registered assets with slightly more held on a non‑discretionary basis than discretionary, may accept performance‑based fees for certain accounts, and disclosed an SEC administrative order relating to private fund audit disclosure that resulted in a civil penalty.
Client services
Portfolio management
Real estate investment services
Expertise
Real estate investing
Active portfolio management
Options & derivatives strategies
Passive / index investing
Fee options
$0 - $2 million: 1.00% annually $2 million - $5 million: 0.85% annually $5 million - $10 million: 0.70% annually $10 million+: Negotiable
Performance-based fees charged under certain circumstances
Fee-only: Typically fixed fee agreed upon at engagement for Investment Advisory Services
Main office location
Steward Capital Management
21 East Long Lake Road, Suite 200
Bloomfield Hills MI 48304, United States
Number of offices
1
Most active in
Steward Capital Management has reported serving >5 clients in these states in the last 12 months.
Michigan · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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