# Steward Family Office, Inc.

> Steward Family Office, Inc. is a state-registered investment advisory firm in Escondido, CA, registered since 2015, with no regulatory assets under management reported in its Form ADV filing dated June 8, 2026.

- CRD: 173846
- Filed as: STEWARD FAMILY OFFICE, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Escondido, CA
- Filing period: October 2026
- Form ADV filing dated: June 8, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/173846
- AdvisorCensus page: https://advisorcensus.com/firm/steward-family-office-inc-escondido-ca-173846

## Quick answers

**How is Steward Family Office, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Steward Family Office, Inc. reports these compensation arrangements: fixed fees (other than subscription fees).

**Where is Steward Family Office, Inc. located?**
Steward Family Office, Inc.'s principal office is in Escondido, CA, according to its Form ADV.

**Is Steward Family Office, Inc. registered with the SEC or a state?**
Steward Family Office, Inc. is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 173846.

**Does Steward Family Office, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/173846

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2015 (11 years)
- Employees: 6 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- stewardfo.com
- LinkedIn @tim-winter-6259979

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Steward Family Office, Inc. (CRD 173846): Form ADV filing data as of October 2026.