S
Steward Family Office, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
3
0% high-net worth
Advisors
1
of 4 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
3
Very LowAverage account size
$0
About
Steward Family Office, Inc. provides financial consulting and family office services to families, trusts, foundations, estates and personal entities, generally targeting families with a net worth of $25 million or more. Its consulting areas include balance sheet, income and cash flow reporting, portfolio performance reporting, estate and philanthropic consulting, private equity consulting, tax administration and bill-pay services.
The firm does not manage client investment accounts or hold custody; clients implement trades and retain outside custodians while Steward delivers reporting, coordination and periodic monitoring. Compensation is structured as flat, per-service consulting fees billed quarterly rather than as a percentage of assets under management.
Compared with many peers, Steward operates as a non-discretionary, consulting-focused family office that emphasizes administrative coordination (including Bill.com bill-pay) and specialist services like private equity and family business entity consulting. Its avoidance of custody, absence of portfolio management for individuals, and reliance on modular flat fees distinguish it from the more common AUM-based, discretionary advisory models in this space.
Client services
Financial planning
Expertise
Private / alternative investments
Fee options
Flat fees per consulting area, e.g., $5,000 - $50,000 annually depending on scope
Minimum fee: Minimum annual fee of $20,000 for financial consulting services Fee-only: Flat fees per consulting area ranging from $5,000 to $50,000 annually depending on service
Main office location
Steward Family Office, Inc.
228 N Broadway
Escondido CA 92025, United States
Number of offices
1
Most active in
Steward Family Office, Inc. has reported serving >5 clients in these states in the last 12 months.
California
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 not active or affiliated with:
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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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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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