STEWARD INC.

STEWARD INC. of WASHINGTON, DC is an SEC-registered investment adviser (CRD 314340). Regulatory assets under management: $66.4M.

Registration

• CRD: 314340
• SEC file number: 801-122505
• Type: Registered investment adviser
• Location: 14 RIDGE SQUARE NW, SUITE 300, WASHINGTON, DC, 20016
• Phone: 917-547-3227
• Latest filing: 2026-02-11
• Regulatory AUM: $66.4M
• Discretionary AUM: $66.4M
• Clients: 4
• Accounts: 226

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 314340 on SEC IAPD (source of record)
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