Investment adviser · CRD 104936

STEWARD CAPITAL MANAGEMENT

Investment adviser filing (IA)

STEWARD CAPITAL MANAGEMENT, INC.

BLOOMFIELD HILLS, MI, United States · Form ADV filed Mar 26, 2026

Regulatory AUM
$95.1M
Form ADV · Item 5.F
Client accounts
116
Accounts, not individual clients
Employees
5
Reported in this filing
Advisory professionals
1
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles2$40,844,23442.9%
High-net-worth individuals13$34,122,12135.9%
Individuals29$12,216,31212.8%
Corporations & businesses22$7,931,1578.3%
CharitiesFewer than 5$34,5280.0%
Filing source

Form ADV 2083541 · Mar 26, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

2 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

STEWARD REAL ESTATE PARTNERS FUND I, LPReal Estate Fund · Last reported Mar 26, 2026$25MGross asset value
Auditor UHY LLP FARMINGTON HILLS, Michigan, United States
Custodian CHARLES SCHWAB & CO., INC. DAN FRANCISCO, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

UHY LLP
PCAOB 1195

CHARLES SCHWAB & CO., INC.
SEC 8-16514

Fund details & source
Fund ID
805-6828163454
Reported beneficial owners
2
Minimum commitment
$0

Form ADV 2083541 · Mar 26, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

WCERS OPPORTUNITY FUND, LPReal Estate Fund · Last reported Mar 26, 2026$14.8MGross asset value

Form D fundraising filings

WCERS Opportunity Fund, L.P.

Auditor UHY LLP FARMINGTON HILLS, Michigan, United States
Custodian CHARLES SCHWAB & CO., INC. SAN FRANCISCO, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

UHY LLP
PCAOB 1195

CHARLES SCHWAB & CO., INC.
SEC 8-16514

Fund details & source
Fund ID
805-1682385885
Reported beneficial owners
2
Minimum commitment
$0
Form D file number
021-148001

Form ADV 2083541 · Mar 26, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 26, 2026. View historical filings

Reported services

Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Performance-based

Principal office

21 EAST LONG LAKE ROAD, SUITE 200
BLOOMFIELD HILLS, MI, 48304, United States

CRD 104936

Filing source

Form ADV 2083541 · Mar 26, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.