Steward Inc.
CRD 314340SEC# 801-122505Washington, DC
No longer SEC-registered. Steward Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$46.4M
Employees
3
Accounts
258
Location
Washington, DC
Steward Inc. assets under management
Steward Inc. is an SEC-registered investment adviser based in Washington, DC. It reports $46.4 million in regulatory assets under management and employs 3 people.
Steward Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ami Nash Shah Control | Chief Executive Officer & Chief Compliance Officer | Over 75% | 2021 |
Frequently asked questions
How much does Steward Inc. manage?
Steward Inc. reports $46.4 million in regulatory assets under management on its Form ADV.
How many employees does Steward Inc. have?
Steward Inc. reports 3 employees.
Where is Steward Inc. located?
Steward Inc. is based in Washington, DC.
Does Steward Inc. disclose fund performance?
Steward Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 14 Ridge Square NW, Suite 300, Washington, DC 20016 |
| Office hours | By Appointment |
| Discloses disciplinary history | No |
Regulatory AUM
$46.4MNo change
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 96%
Larger than 4% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$46.4Mregulatory AUM
Discretionary $46.4M