STEWARD CAPITAL MANAGEMENT

Legal name: STEWARD CAPITAL MANAGEMENT, INC.

CRD 104936File 801-32202

APPROVED

Retail clients

Custody

Disclosure events

Filing as of Mar 26, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$95.1M

Bottom 25% of cohort (national)

Discretionary AUM

$46.4M

Non-discretionary $48.8M

Clients

116 accounts

Employees

Bottom 25% of cohort in MI

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: CHRO
Registration date: Jun 30, 1988
Principal office: 21 EAST LONG LAKE ROAD, SUITE 200, BLOOMFIELD HILLS, MI, 48304
Phone: 248-647-5990
Website: HTTP://WWW.STEWARDCAPITAL.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $95.1M
Discretionary AUM: $46.4M
Non-discretionary AUM: $48.8M
Discretionary accounts: 89
Non-discretionary accounts: 27
Total accounts: 116
AUM per client: $1.4M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	22	$7.9M
Charitable organizations	Fewer than 5	$35K
High net worth individuals	13	$34.1M
Pooled investment vehicles	2	$40.8M
Individuals (other than high net worth individuals)	29	$12.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Performance-based fees
A percentage of assets under your management

Advisory activities

Other advisory activities
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: Yes
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

Q11C2
Q11C4
Q11C5

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.