{
  "crd_number": 314340,
  "slug": "steward-inc-314340",
  "primary_business_name": "STEWARD INC.",
  "legal_name": "STEWARD INC.",
  "dbas": [
    "STEWARD WEALTH MANAGEMENT"
  ],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2024-09-20",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-02-11",
  "carried_forward": false,
  "raum_total": 66369028.0,
  "raum_discretionary": 66369028.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 4,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 8532113.0,
      "count": 22
    },
    "high_net_worth_individuals": {
      "raum": 57836915.0,
      "count": 16
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "DC",
    "MA",
    "MD",
    "NY"
  ],
  "websites": [
    "https://facebook.com/OurSteward",
    "https://linkedin.com/company/oursteward",
    "https://linkedin.com/in/ami-shah-4b5b709",
    "https://oursteward.com",
    "https://twitter.com/OurSteward",
    "https://x.com/OurSteward"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/314340",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/steward-inc-314340",
  "display_name": "Steward Inc.",
  "summary": "Steward Inc. is a state-registered investment advisory firm, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 11, 2026.",
  "citation": "AdvisorCensus. Steward Inc. (CRD 314340): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Steward Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Steward Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Is Steward Inc. registered with the SEC or a state?",
      "a": "Steward Inc. is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 314340."
    },
    {
      "q": "How much does Steward Inc. manage?",
      "a": "Steward Inc. reports $66,369,028 in regulatory assets under management in its Form ADV filing dated February 11, 2026 (100% discretionary)."
    },
    {
      "q": "How have Steward Inc.'s assets and staff changed since 2022?",
      "a": "In the Form ADV data for Steward Inc.: Regulatory assets under management: $7,981,752 in the October 2023 data and $66,369,028 in the October 2026 data, up 732%. Total employees: 2 in October 2022 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Steward Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (22); high net worth individuals (16)."
    },
    {
      "q": "Does Steward Inc. report any disciplinary disclosures?",
      "a": "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/314340"
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 2,
      "filing_date": "2022-08-05"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 7981752.0,
      "total_employees": 2,
      "filing_date": "2023-03-21"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 46391395.0,
      "total_employees": 3,
      "filing_date": "2024-09-26"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 66369028.0,
      "total_employees": 4,
      "filing_date": "2026-02-11"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/steward-inc-314340.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 22,
      "fewer_than_5": false,
      "raum": 8532113.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 16,
      "fewer_than_5": false,
      "raum": 57836915.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/314340",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}