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STEWARD INC.

CRD 314340 · SEC 801-122505

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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United States

Registration

— (—)

Source

State registered

Total AUM

$66.4M

Discretionary AUM

$66.4M

Team

4 total employees; 2 advisory reps; 1 broker-dealer reps

Clients

26-50

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-02-11

Disciplinary history

No

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Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals22$8.5M
High net worth individuals16$57.8M

All web addresses on file

Official SEC filing: View on IAPD