Steward Capital Management

Steward Capital Management, Inc. is an independent investment advisory firm registered with the SEC, established in 1988. The firm, led by Anmar K. Sarafa, CFA, offers fee-based investment management services to institutional clients, high net worth individuals, and private investment funds. SCM's investment strategies include Global Diversified Balanced portfolios with various equity exposure ranges. The firm provides tailored services based on client needs and may offer services related to wealth preservation, real estate investment, and management. SCM does not participate in wrap fee programs and managed approximately $114,998,000 in client assets as of December 31, 2024, with $37,913,000 managed on a discretionary basis. Advisory fees are based on a tiered structure and are charged quarterly in advance. SCM acts as a fiduciary and does not accept commissions from any other source. The firm has a Code of Ethics in place to prevent violations of securities laws and maintains a strict policy on insider trading. Clients have the option to direct brokerage, and SCM provides detailed information on its brokerage practices, including best execution, broker analysis, and trade aggregation/allocation. SCM has custody of client assets with an independent custodian and provides voting services for client securities. The firm does not have any adverse financial conditions or bankruptcy history. Client privacy is a top priority for SCM, and the firm has strict policies in place to protect client information. Clients can submit complaints to SCM for resolution.