BLOOMFIELD HILLS, MICRD 104936Latest ADV March 26, 2026
Steward Capital Management is an SEC registered investment adviser organized as a corporation with a primary office location in Bloomfield Hills, MI. Its latest Form ADV filing, dated March 26, 2026, reports $95M in regulatory assets under management, 5 employees, and 116 accounts.
Assets Under Management
$95M
Employees
5
Offices
--
Total Clients
66
Primary office
BLOOMFIELD HILLS, MI
21 EAST LONG LAKE ROAD, SUITE 200, BLOOMFIELD HILLS, MI, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 43.9% of total clients.
Top client categories% of clientsClients
1
Individuals
43.9%
29
2
Corporations
33.3%
22
3
HNWI
19.7%
13
4
Pooled Investment Vehicles
3.0%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$95Mas of March 26, 2026
Discretionary48.8%
$46M
49% of total RAUM48.8%
Non-discretionary51.2%
$49M
51% of total RAUM51.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$95M
Total Accounts116
10Y AUM Change$-29M (-23.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee13:1
10Y Employee Change-1 (-16.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.