A complete list of active advisors currently associated with Capital Stewards, LLC
Warmer can help you find a great advisor at Capital Stewards, LLC or one who fits your needs even better.
Capital Stewards, LLC provides ongoing portfolio management and financial planning primarily for individual and high‑net‑worth households, and also lists pension/profit‑sharing plans and charitable organizations among its clients. Services include tailored Investment Policy Statements, discretionary portfolio management, and one‑time or workshop‑based financial planning. The firm’s investment process combines fundamental analysis, modern portfolio theory and quantitative methods and implements portfolios through long‑term, short‑term and options strategies under discretionary authority. Investment vehicles used include mutual funds, ETFs, fixed income, real estate funds and a range of alternative investments such as hedge funds, private equity and venture capital when appropriate to client objectives. A notable feature of the practice is that it serves charitable organizations, a client type that is relatively uncommon among solo independent advisers and can affect portfolio construction and reporting considerations. The firm is a single‑advisor practice managing roughly $11.7 million in client assets, requires use of an institutional custodian, and participates in third‑party referral programs.
To learn more about the advisors currently working at Capital Stewards, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Huntsville, AL
| 4
|
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