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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 Oct 1, 2026
Regulatory AUM
$95.1M
Bottom 25% of cohort (national)
Discretionary AUM
$46.4M
Non-discretionary $48.8M
Clients
66
116 accounts
Employees
5
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
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, 5GCompensation
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 62 | 66 | increased by4 |
| Apr 1, 2026 | AUM | $114,998,126 | $95,148,352 | decreased by$19,849,774 |
| Apr 1, 2026 | Accounts | 95 | 116 | increased by21 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 5 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 46 | 62 | increased by16 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $143,621,871 | $114,998,126 | decreased by$28,623,745 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 80 | 95 | increased by15 |
| Apr 1, 2022 | Clients | 43 | 46 | increased by3 |
| Apr 1, 2022 | AUM | $158,031,130 | $143,621,871 | decreased by$14,409,259 |
| Apr 1, 2022 | Accounts | 66 | 80 | increased by14 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “STEWARD CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“STEWARD CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.