# Steward Inc.

> 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.

- CRD: 314340
- Filed as: STEWARD INC.
- Also doing business as: STEWARD WEALTH MANAGEMENT
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: February 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/314340
- AdvisorCensus page: https://advisorcensus.com/firm/steward-inc-314340

## Quick answers

**How is Steward Inc. compensated?**
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.

**Is Steward Inc. registered with the SEC or a state?**
Steward Inc. is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 314340.

**How much does Steward Inc. manage?**
Steward Inc. reports $66,369,028 in regulatory assets under management in its Form ADV filing dated February 11, 2026 (100% discretionary).

**How have Steward Inc.'s assets and staff changed since 2022?**
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.

**What types of clients does Steward Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (22); high net worth individuals (16).

**Does Steward 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/314340

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $66,369,028
- Discretionary: $66,369,028
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 22 | $8,532,113 |
| High net worth individuals | 16 | $57,836,915 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (2 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, DC, MA, MD, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- oursteward.com
- Facebook @OurSteward
- LinkedIn @oursteward
- LinkedIn @ami-shah-4b5b709
- X @OurSteward
- X @OurSteward

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | Not reported | 2 | August 5, 2022 |
| October 2023 | $7,981,752 | 2 | March 21, 2023 |
| October 2024 | $46,391,395 | 3 | September 26, 2024 |
| October 2026 | $66,369,028 | 4 | February 11, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Steward Inc. (CRD 314340): Form ADV filing data as of October 2026.