Steward Capital LLC.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Steward Capital LLC provides ongoing portfolio management and financial planning to individual clients, including high‑net‑worth and accredited/qualified investors, and prepares individualized investment policy statements to document goals, time horizons, and risk tolerances. Its services cover discretionary portfolio management and a range of planning engagements, with access to mutual funds, ETFs, real estate funds, commodities, and private placements.
The firm applies fundamental analysis and modern portfolio theory to construct and monitor portfolios and typically operates with discretionary trading authority on behalf of clients. It also uses a range of strategies that some peers do not, including margin borrowing, short sales, options and other derivatives, and allocations to alternative or illiquid investments in separately managed accounts when appropriate.
A notable feature of Steward Capital is that the firm’s principal holds a minority (approximately 5%) equity interest in a manager that originates private funds the firm may recommend, and those funds can include incentive (performance‑based) fees; the brochure discloses this potential conflict and describes limits on private placement exposure. The firm’s small client base and emphasis on bespoke planning for complex situations (entity structuring, business advice, and alternative investment review) further distinguish its practice from many larger supported peers.
Client services
Expertise
Occupation focus
Fee options
Fixed fees between $3,000 and $10,000 per year for ongoing financial planning
$0 - $500,000: 1.80% $500,001 - $1,000,000: 1.60% $1,000,001 - $1,500,000: 1.35% $1,500,001 - $3,000,000: 1.05% $3,000,001 - $6,000,000: 0.95% $6,000,001+: 0.80%
$300 per hour for discrete financial planning engagements
Minimum fee: Minimum annual fee of $5,000 Fee-only: Hourly financial planning fee of $300 per hour; fixed fees $3,000 to $10,000 per year for ongoing financial planning
Main office
10900 NE 8th St, Suite 800
Bellevue WA 98004
Advisors at this office
2
Most active in
Washington
Also doing business as
Steward Capital · Steward Capital LLC.
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
Christopher S
Series 66
Bellevue, WA
Steward Capital LLC.
Christopher Steward is a financial advisor at Steward Capital LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at Legacy Group Capital LLC since 2017 alongside his role at Steward Capital, which he joined in 2015. Outside of his advisory work, he invests as a limited partner in various apartment buildings and developments. Steward Capital LLC provides portfolio management and financial planning services to individual clients, including high-net-worth and accredited investors. The firm employs fundamental analysis and modern portfolio theory, offering discretionary management and access to a range of investment vehicles, including alternatives and private placements.
Samuel S
Series 65, Series 66
Bellevue, WA
Steward Capital LLC.
Samuel Stanus Ghib is a financial advisor at Steward Capital LLC with six years of industry experience. He holds Series 65 and Series 66 credentials. Prior to his current role, he worked at Ameriprise and Equitable Advisors and spent several years at Lam's Seafood Market. Steward Capital LLC provides discretionary portfolio management and financial planning services to individual clients, including high-net-worth and accredited investors. The firm utilizes fundamental analysis and modern portfolio theory, employing strategies such as margin borrowing, short sales, and alternative investments, with an emphasis on bespoke planning for complex client situations.
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