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STEWART CAPITAL ADVISORS, LLC

INDIANA, PA · CRD 134012 · IAPD ↗ · stewartcap.com · 724-465-3458

$1.09BRegulatory AUM
4Advisory reps
10Employees
1Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
January 2025 — STEWART CAPITAL ADVISORS, LLC (INDIANA, PA) left the SEC roster (was $1.09B RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.