STEWART CAPITAL ADVISORS, LLC

INDIANA, Pennsylvania·3 registered advisors·CRD# 134012

SEC# 801-642120724-465-3458

01

Firm Overview

AUM

$1.1B

Regulatory assets under management

Employees

10

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Compensation

Percentage of AUM

03

Specialties

Investment Management Wealth Management Fee-Only Advisory

04

Advisors at STEWART CAPITAL ADVISORS, LLC

3 registered advisors

Jason Van Doren Forman

INDIANA, Pennsylvania

Michelle Lee Sears

INDIANA, Pennsylvania

Timothy P Mckee

INDIANA, Pennsylvania

05

Office Locations

INDIANA, Pennsylvania

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Data sourced from SEC Form ADV filings. STEWART CAPITAL ADVISORS, LLC (CRD# 134012) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.