Overview
Assets Under Management: $1.1 billion
Headquarters: INDIANA, PA
High-Net-Worth Clients: 13
Average Client Assets: $4.2 million
Frequently Asked Questions
STEWART CAPITAL ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #134012), STEWART CAPITAL ADVISORS, LLC is subject to fiduciary duty under federal law.
STEWART CAPITAL ADVISORS, LLC is headquartered in INDIANA, PA.
STEWART CAPITAL ADVISORS, LLC serves 13 high-net-worth clients according to their SEC filing dated March 14, 2024. View client details ↓
According to their SEC Form ADV, STEWART CAPITAL ADVISORS, LLC offers portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
STEWART CAPITAL ADVISORS, LLC manages $1.1 billion in client assets according to their SEC filing dated March 14, 2024.
According to their SEC Form ADV, STEWART CAPITAL ADVISORS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 13
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 5.00%
Average Client Assets: $4.2 million
Total Client Accounts: 1,090
Discretionary Accounts: 1,090
Regulatory Filings
CRD Number: 134012
Filing ID: 1834235
Last Filing Date: 2024-03-14 11:40:00