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STEWARD INC.

WASHINGTON, DC · CRD 314340 · IAPD ↗ · 917-547-3227

$46.4MRegulatory AUM
1Advisory reps
3Employees
1Clients
26-50Planning clients
0Private funds
15States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
March 2025 — STEWARD INC. (WASHINGTON, DC) left the SEC roster (was $46.4M RAUM, 1 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
70
September 2024 — STEWARD INC. reported RAUM up 153% ($18.3M -> $46.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
March 2024 — STEWARD INC. reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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