SCP Steward Capital Advisers LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm offers discretionary investment management and general consulting intended for institutional clients and pooled vehicles, and the brochure also lists banks and individual clients as potential client types; the firm currently reports no assets under management or active clients. Services are described as tailored to client objectives and risk tolerances through an ongoing dialogue and periodic review of goals and circumstances.
SCP states it implements discretionary strategies using fundamental, technical and cyclical analysis while taking tax implications and trading costs into account, and it describes a wide investable universe that includes listed and over‑the‑counter equities, fixed income, derivatives, structured products, private placements and other complex instruments. The firm says it operates on a fee‑only basis, does not participate in soft‑dollar arrangements, and does not charge performance‑based fees.
Notable differences from many peers include the firm’s decision not to vote client proxies (clients retain that responsibility) and its limited custody role—no physical custody of client assets beyond the ability to debit advisory fees. The brochure also highlights a very broad list of permissible securities and formal controls such as a Code of Ethics, business continuity planning, and monitoring of employee personal trading, all while the adviser reports a single supervised professional and zero AUM.
Client services
Expertise
Fee options
$0+: 1.50% +: 1.00%
Account minimum: $250,000.00 Fee-only: Fees are negotiable and range from 1.00%-1.50% annually based on net asset value
Main office
Houston TX
Advisors at this office
2
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Patrick F
Series 63, Series 65
Houston, TX
SCP Steward Capital Advisers LLC
Patrick Feldman is a financial advisor at SCP Steward Capital Advisers LLC in Houston, TX, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at SCP Steward Capital Advisers LLC since 2019, previously serving at Steward Securities Group LLC and operating as a self-employed consultant specializing in portfolio and hedge evaluation. Outside of investment advisory, he has provided consulting services through his independent contracting work with TMST, Inc. SCP Steward Capital Advisers LLC offers discretionary investment management and consulting primarily for institutional clients and pooled vehicles, employing fundamental, technical, and cyclical analysis across a broad range of securities. The firm emphasizes tailored strategies aligned with client objectives and risk tolerances, operates on a fee-only basis, and maintains formal compliance controls without physical custody of client assets.
William H
Series 63, Series 65
Houston, TX
SCP Steward Capital Advisers LLC
William Hoover is a financial advisor with SCP Steward Capital Advisers LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at multiple firms including Steward Securities Group LLC and Republic Consulting Group LLC. Outside of investment advising, he serves as chairman and CEO of Steward Capital Partners LLC and is a sole proprietor of Republic Consulting Group LLC, both non-investment-related business consulting ventures. SCP Steward Capital Advisers LLC provides discretionary investment management and general consulting services primarily for institutional clients and pooled vehicles, implementing strategies that incorporate fundamental, technical, and cyclical analysis across a wide range of securities. The firm operates on a fee-only basis and emphasizes tailored investment approaches aligned with client objectives and risk tolerances.
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