S
Stewards Asset Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,040,000
Clients
15
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
15
LowAverage account size
$69,333
About
Stewards Asset Management is a registered investment adviser that provides tailored investment management, comprehensive financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, business entities, foundations, and corporate clients. The firm also offers model portfolios and retirement-plan services for corporate clients, and provides personal tax return preparation through a third-party provider.
The firm combines bottom-up fundamental analysis with top-down macro views, and supplements those methods with technical analysis and ESG considerations to construct global portfolios across long- and short-term horizons. Financial planning clients receive written plans and may elect ongoing monthly access to a planner who monitors the plan and performs annual reviews, with risk assessment rubrics used to align client objectives and model portfolios.
Stewards is notable among peers for explicitly managing portfolios for corporate and other institutional clients and for offering educational seminars and speaking engagements on financial topics, services that are uncommon for independent advisers of its size. Despite modest assets under management (about $1.04 million across roughly 15 clients), the firm recommends Interactive Brokers as custodian and leverages its institutional platform (including block trading and institutional tools), which can influence trade execution and operational capabilities relative to many small advisers.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Tax preparation
Expertise
ESG / Sustainable investing
Options & derivatives strategies
Real estate investing
College savings (529s, UTMA, etc.)
Debt management
Fee options
Financial Planning Consulting fixed fees ranging from $500 to $5,000, negotiable; half due at start, half at completion
Blended tiered fee based on portfolio asset value ranges; specifics not itemized in brochure, calculated daily and paid monthly in arrears
Standard hourly fee of $250 per hour for seminar preparation and additional tax-related work
Fee-only: Comprehensive Financial Planning upfront fee $1,500-$4,000 plus ongoing monthly fee $150-$500; Financial Planning Consulting fixed fees $500-$5,000; Educational seminars $0-$1,000 plus travel/preparation costs; Personal Tax Preparation starts at $250 plus add-ons and hourly fees $250/hour
Main office location
Stewards Asset Management
C/O Mirae Law; 400 Kelby St, #1802
Fort Lee NJ 07024, United States
Number of offices
3
Most active in
Stewards Asset Management has reported serving >5 clients in these states in the last 12 months.
California · New Jersey
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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