How does the advisor help clients – Key Takeaways:
SCP STEWARD CAPITAL ADVISERS LLC provides comprehensive financial planning and investment management services to clients in need of expert guidance. They specialize in creating personalized investment strategies that align with their clients’ unique financial goals and risk tolerance. Their approach focuses on building long-term relationships with their clients, ensuring ongoing support and education throughout their financial journey.
Facts and Insights
SCP STEWARD CAPITAL ADVISERS LLC was founded in 2005 and has since established a stellar reputation in the financial industry. They are registered as a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC), meaning they are held to fiduciary standards and are legally obligated to act in their clients’ best interests. As of their most recent filing in 2020, they reported managing over $500 million in assets under management (AUM) and employ a team of 10 experienced financial advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Total AUM | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 10 |
Financial Services Offered
SCP STEWARD CAPITAL ADVISERS LLC offers a wide range of financial services, including investment management, retirement planning, tax planning, estate planning, and insurance solutions. Their advisors work closely with clients to create personalized financial plans that address their specific needs, timelines, and risk levels. They also provide ongoing portfolio management and regular reviews to ensure their clients’ investments remain on track to meet their goals.
Client Types
SCP STEWARD CAPITAL ADVISERS LLC works with a diverse group of clients, including individuals, families, high-net-worth individuals, trusts, and charitable organizations. They have experience in serving clients at various stages of their financial journey, from early career professionals to retirees.
Fees & Compensation
SCP STEWARD CAPITAL ADVISERS LLC operates on a fee-only basis, which means they do not earn commissions from selling financial products. This structure allows them to provide unbiased and objective financial advice to their clients. Their fees are based on a percentage of AUM, with rates varying depending on the total amount of assets managed. They believe in full transparency and are committed to helping clients understand their fees and how they relate to the services provided.
Background
SCP STEWARD CAPITAL ADVISERS LLC is led by a team of experienced and knowledgeable financial advisors who hold various professional designations, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). They have a combined experience of over 50 years in the financial industry and are dedicated to staying up-to-date on emerging trends and strategies to help their clients navigate through changing market conditions.
Financial Advisor Disclosures to Know
SCP STEWARD CAPITAL ADVISERS LLC has a clean disciplinary record and has not faced any compliance issues or customer complaints in its years of operation. They believe in upholding the highest standards of ethics and integrity, and their clients’ trust and satisfaction are their top priorities.