Data / Investment advisers / Michigan / Steward Capital Management
Steward Capital Management, Bloomfield Hills, MI: $95.1 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Steward Capital Management is an SEC registered investment adviser with its main office in Bloomfield Hills, Michigan and reports $95.1 million in regulatory assets under management in its Form ADV filed March 26, 2026. Its clients include pooled investment vehicles, high net worth individuals and individuals. It is paid through a percentage of assets under management and performance based fees. It advises 2 private funds.
The request: Watch Steward Capital Management (CRD number 104936): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 104936
- SEC file number
- 801-32202
- SEC status
- Approved, effective June 30, 1988
- Legal name
- Steward Capital Management, Inc.
- Main office
- 21 East Long Lake Road Suite 200, Bloomfield Hills, MI 48304
- Phone
- (248) 647-5990
- Website
- stewardcapital.com
- Regulatory AUM
- $95,148,352 in the Form ADV filed March 26, 2026
- Discretionary AUM
- $46,392,961
- Non discretionary AUM
- $48,755,391
- Accounts
- 116
- Employees
- 5, of which 1 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 2: 2 real estate funds
- Gross assets of private funds
- $39,800,000
- Form ADV Item 11 disclosures
- Reported: SEC or CFTC regulatory actions
- Latest Form ADV filing
- March 26, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 2 | $40.8 million |
| High net worth individuals | 13 | $34.1 million |
| Individuals (other than high net worth individuals) | 29 | $12.2 million |
| Corporations or other businesses | 22 | $7.9 million |
| Charitable organizations | Fewer than 5 | $34,528 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $95.1 million | March 26, 2026 |
| December 1, 2025 | $115 million | March 29, 2025 |
Other advisers in Bloomfield Hills
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| English Capital Management LLC | Bloomfield Hills | $241.1 million | 1 | adviserinfo.sec.gov |
| KRS Capital Management, LLC | Bloomfield Hills | $188.9 million | Not listed | adviserinfo.sec.gov |
| Cirrus Capital LLC | Bloomfield Hills | $170.4 million | Not listed | adviserinfo.sec.gov |
| Wolverine Wealth Advisory Services Inc. | Bloomfield Hills | $140.9 million | Not listed | adviserinfo.sec.gov |
| Iic | Bloomfield Hills | $125 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Bloomfield Hills, MI
- Investment advisers in Michigan
- Advisers with $50 million to $100 million in AUM
- Advisers serving pooled investment vehicles
- Advisers serving high net worth individuals
- Advisers that manage private funds
- Steward Capital Management on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.