A complete list of active advisors currently associated with SCP Steward Capital Advisers LLC

Warmer can help you find a great advisor at SCP Steward Capital Advisers LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at SCP Steward Capital Advisers 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.