|
⚲
|
| Keyboard |
| Steward Partners Investment Advisory LLC
✚
|
|
|---|---|
| CRD # | 283004 |
| SEC # | 801-107426 |
| CIK # | 0001723397 |
| AUM | 33.52 B (2026-06-23) |
| Employees | 549 (56% Investors, 86% Brokers) |
| Fees | |
| Minimum | |
| Phone | 866-694-7769 |
| Address | 400 Atlantic Street Stamford, CT 06901-3512 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.7 | ||
| Apple Inc | 0.6 | ||
| Alphabet Inc | 0.5 | ||
| Amazon Com Inc | 0.4 | ||
| Microsoft Corp | 0.4 | ||
| Facebook Inc | 0.4 | ||
| J P Morgan Chase & Co | 0.3 | ||
| SPDR Gold Trust | 0.3 | ||
| Broadcom Inc | 0.2 | ||
| Alphabet Inc | 0.2 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 14,963 | 4.1 |
| (b) Individuals (high net worth individuals) | 24,423 | 27.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 528 | 0.4 |
| (h) Charitable organizations | 147 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 364 | 0.9 |
| (n) Other | 0 | 0.0 |
| Total | 71,582 | 33.5 |
| By Discretionary | ||
| Discretionary | 19,166 | 25.2 |
| Non-Discretionary | 52,416 | 8.4 |
| Total | 71,582 | 33.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.9 | |
| United States Persons | 31.6 | |
| Total | 71,582 | 33.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001723397] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 9,667 (1 non-US) |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
ASB Capital Management LLC
✚
|
MD | 36.68 B |
|
Beutel Goodman & Company Ltd
✚
|
36.11 B | |
|
Clark Capital Management Group Inc
✚
|
PA | 35.69 B |
|
Government Portfolio Advisors LLC
✚
|
OR | 35.09 B |
|
Fayez Sarofim & Co LLC
✚
|
TX | 35.07 B |
|
Stancorp Investment Advisers Inc
✚
|
OR | 34.50 B |
|
BNY Mellon Advisors Inc
✚
|
NY | 33.48 B |
|
Invesco Managed Accounts LLC
✚
|
WA | 31.28 B |
|
Prudent Man Advisors LLC
✚
|
IL | 30.59 B |
|
PNC Wealth Management
✚
|
PA | 30.27 B |