SourcingSourcing

STEWARD CAPITAL MANAGEMENT, INC.

A84
CRD 104936·SEC 801-32202·BLOOMFIELD HILLS, MI
AUM
$95.1M
$25M-$100M
Est. Revenue
$951K
@ 1% on AUM
Est. EBITDA
$285K
@ 30% margin
Est. Deal Value
$2.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
STEWARD CAPITAL MANAGEMENT, INC.
CRD
104936
SEC file #
801-32202
EIN
—
DBA names
Steward Capital Management

Economics

AUM
$95.1M
AUM band
$25M-$100M
AUM trajectory
'20'26
$143.5M → $95.1M▼ -34%
Client mix
Individuals Other29
Corporations22
Individuals High Net Worth13
Pooled Investment Vehicles2

Operations

Employees (total)
5
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
1 advisors → 1 advisors▬ 0%
Primary office
BLOOMFIELD HILLS MI
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businessesOther Advisory Services
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
stewardcapital.com

Compliance

Disclosures (firm)
3
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SARAFA, ANMAR, KARIM
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
SARAFA, ANMAR, KARIM
Hite, Jessica
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
STEWARDCAPITAL.COM
Rdap Domain Creation Date
1998-12-09T05:00:00Z
Rdap Firm Age Years
28
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab18
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-12-08T05:00:00Z
Rdap Domain Last Changed
2025-10-09T06:13:15Z
Rdap Nameservers
Ns61.worldnic.comNs62.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
1575229
Trust Company Affiliate
No

People (2)

2
SARAFA, ANMAR, KARIM
IAR · Direct Owner · 87.5%
1575229
Hite, Jessica
Executive Officer · 2.5%
6924004