STEWART CAPITAL ADVISORS, LLC
Adviser information for STEWART CAPITAL ADVISORS, LLC last updated from Form ADV on March 14th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Pennsylvania, United States |
Employees
| Total Number of Employees | 10 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 2 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,090 | $1.1B |
| Non-Discretionary | 0 | $0 |
| Total | 1,090 | $1.1B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | <5 | $1.4M |
| HNW Individuals | 13 | $54.7M |
| Banking or thrift institutions | <5 | $875.5M |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 10 | $23.5M |
| State or municipal gov entities | 16 | $58.3M |
| Other investment advisers | 0 | $0 |
| Insurance companies | <5 | $4.4M |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 15 | $76.7M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 1 |
| No. of Non-U.S. Clients | 2 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting services |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-64212 |
|---|---|
| SEC ERA File Number | 801-64212 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 134012 |
| Legal Entity Identifier | None |
Principal Office
800 PHILADELPHIA STREETINDIANA
PA
United States
Monday - Friday, 8:00 A.M. - 5:00 P.M.
Tel: 724-465-3458, Fax: 724-465-3452
Websites
Chief Compliance Officer
CHARLES MCGORTEY
CHIEF COMPLIANCE OFFICER
FOSTER PLAZA 6
SUITE 400
PITTSBURGH
PA
United States
Tel:
724-933-0396
C***************@************M
(Full email address available in API data)
Regulatory Contact
HELENA DERR
V.P. OPERATIONS
800 PHILADELPHIA STREET
INDIANA
PA
United States
Tel:
724.465.1480
Fax:
724.465.1495
H**********@*************M
(Full email address available in API data)
Industry Affiliates
| S&T BANK | Banking or thrift institution |
| S&T EVERGREEN INSURANCE | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| S&T BANK | Domestic Entity | – | MEMBER | 12/2004 | > 75% |
| S&T BANCORP, INC. | Domestic Entity | S&T BANK | SHAREHOLDER | 12/2004 | > 75% |
| MCGORTEY, CHARLES, TRACY | Individual | – | CHIEF COMPLIANCE OFFICER | 06/2021 | < 5% |
| FORMAN, JASON, VAN DOREN | Individual | – | CEO | 07/2021 | < 5% |