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STEWARD CAPITAL LLC.
CRD 283480
10900 NE 8TH ST, SUITE 800, BELLEVUE, WA, 98004, United States
Phone
425-818-2231
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$60.7M
Discretionary AUM
$57.2M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11 | $6.1M |
| High net worth individuals | 20 | $54.6M |
All web addresses on file
Official SEC filing: View on IAPD