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STEWARD CAPITAL MANAGEMENT
STEWARD CAPITAL MANAGEMENT, INC.
CRD 104936 · SEC 801-32202
21 EAST LONG LAKE ROAD, SUITE 200, BLOOMFIELD HILLS, MI, 48304, United States
Phone
248-647-5990
Fax
248-647-0537
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$95.1M
Discretionary AUM
$46.4M
Team
5 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Corporation
Filing date
2026-03-26
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)REAL ESTATE INVESTMENT SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 29 | $12.2M |
| High net worth individuals | 13 | $34.1M |
| Pooled investment vehicles | 2 | $40.8M |
| Corporations/business entities | 22 | $7.9M |
States served
MI, TX
All web addresses on file
Official SEC filing: View on IAPD