Steward Family Office, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Steward Family Office, Inc. provides financial consulting and family office services to families, trusts, foundations, estates and personal entities, generally targeting families with a net worth of $25 million or more. Its consulting areas include balance sheet, income and cash flow reporting, portfolio performance reporting, estate and philanthropic consulting, private equity consulting, tax administration and bill-pay services.
The firm does not manage client investment accounts or hold custody; clients implement trades and retain outside custodians while Steward delivers reporting, coordination and periodic monitoring. Compensation is structured as flat, per-service consulting fees billed quarterly rather than as a percentage of assets under management.
Compared with many peers, Steward operates as a non-discretionary, consulting-focused family office that emphasizes administrative coordination (including Bill.com bill-pay) and specialist services like private equity and family business entity consulting. Its avoidance of custody, absence of portfolio management for individuals, and reliance on modular flat fees distinguish it from the more common AUM-based, discretionary advisory models in this space.
Client services
Expertise
Fee options
Flat fees per consulting area, e.g., $5,000 - $50,000 annually depending on scope
Minimum fee: Minimum annual fee of $20,000 for financial consulting services Fee-only: Flat fees per consulting area ranging from $5,000 to $50,000 annually depending on service
Main office
228 N Broadway
Escondido CA 92025
Advisors at this office
1
Most active in
California
Also doing business as
Steward Family Office, Inc. · Steward Family Office, 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
Quick links
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