Asset manager · Bloomfield Hills, MI
Steward Capital Management
Steward Capital Management, Inc. · SEC-registered investment adviser · CRD 104936 · SEC 801-32202
At a glance
Steward Capital Management is an SEC-registered investment adviser based in Bloomfield Hills, Michigan, with $95 million in regulatory assets under management as of its Form ADV filed March 26, 2026. Its largest client group by assets is pooled investment vehicles, and it reports 42 individual clients. By Form ADV it is a asset manager, ranked 2,349th of 3,218 asset managers and 15,477th of 17,210 SEC-registered advisers by assets.
Main office 248-647-5990stewardcapital.comAs filed on Form ADV
- Regulatory AUM
- $95M
- Rank among asset managers
- #2,349 of 3,218
- Rank among all SEC RIAs
- #15,477 of 17,210
- Rank in Michigan
- #293 of 305
- Individual clients
- 42
- High-net-worth clients
- 13
- Accounts
- 116
- Discretionary
- 49% of AUM
- Employees
- 5
- Advisory staff
- 1
- Offices
- 1
Owners and executives on its Form ADV
- Anmar K. SarafaPresident
- Jessica HiteChief Compliance Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 2 | $41M | 43% |
| High-net-worth individuals | 13 | $34M | 36% |
| Individuals | 29 | $12M | 13% |
| Corporations or other businesses | 22 | $8M | 8% |
| Charitable organizations | – | $0M | <1% |
Private funds
Steward Capital Management reports 2 private funds with $40M in gross assets: real estate funds (Form ADV Item 7.B).
Disciplinary disclosures
Steward Capital Management answers yes to 3 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Other services
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗stewardcapital.com ↗
AtlasMembers
The full record on Steward Capital Management
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 519 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Steward Capital Management manage?
Steward Capital Management reports $95 million in regulatory assets under management across 116 accounts, 49% of it on a discretionary basis, on its Form ADV filed March 26, 2026.
What kind of firm is Steward Capital Management?
Steward Capital Management is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Steward Capital Management’s clients?
By assets, its largest client types are pooled investment vehicles ($41 million, 2 clients); high-net-worth individuals ($34 million, 13 clients); individuals ($12 million, 29 clients).
Does Steward Capital Management manage private funds?
Yes. It reports 2 private funds with $40 million in gross assets, including real estate funds.
Does Steward Capital Management have any disciplinary history?
Steward Capital Management answers yes to 3 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Steward Capital Management’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-26), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →