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RIA / WealthRegistered advisermixed wealth managerSEC registeredRAUM under $100M

STEWARD CAPITAL MANAGEMENT

STEWARD CAPITAL MANAGEMENT, INC., CRD 104936

BLOOMFIELD HILLS, MI

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Search this name across graphsid dfx:ria:81bc225d-7922-849d-c351-ecb52e16c9ff

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 1
Observed: Mar 30, 2012 to Mar 26, 2026
32 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Real Estate Fundsidentity

Steward Capital Management

Real estate fund manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: mixed wealth managerderivedprivate_client_share=0.49 fund_share=0.43 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $95.1MItem 5.F on the latest filing (2026-03-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $46.4M
Private client RAUM: $46.3MderivedItem 5.D individuals plus high net worth individuals
Private client share: 49%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $95.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 116
Individual clients: 29
High net worth clients: 13
Private funds: 2Schedule D 7.B(1)
SEC number: 801-32202
CRD: 104936
Filings on the tape: 32
First filed: Mar 30, 2012
Latest filed: Mar 26, 2026
Organised: Corporation, MI
Website: stewardcapital.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ANMAR KARIM SARAFA	Chartered Financial Analyst	Bloomfield Hills, MI	7	39	3	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
STEWARD REAL ESTATE PARTNERS FUND I, LP	Real Estate Fund	$20.1M	Apr 26, 2024	2	Mar 26, 2015	reported	n/a
WCERS OPPORTUNITY FUND, LP	Real Estate Fund	$18.2M	Apr 26, 2024	2	Mar 26, 2015	reported	021-148001

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Hite, Jessica	CHIEF COMPLIANCE OFFICER	Na	yes	03/2018	Mar 9, 2018	Apr 26, 2024
SARAFA, ANMAR, KARIM	President	E	yes	02/1988	Mar 30, 2012	Apr 26, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
HAITHEM KARIM SARAFA	n/a	n/a	n/a	Y	no	n/a
STEWARD OPPORTUNIY MANAGEMENT LLC	n/a	n/a	n/a	N	yes	n/a
STEWARD REAL ESTATE MANAGEMENT LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 26, 2026	$95.1M	$46.4M	5	1	0	2	n/a
2024	Mar 29, 2025	$115M	$37.9M	5	1	0	2	n/a
2023	Mar 20, 2024	$138M	$32.7M	5	1	0	2	$38.3M
2022	Mar 29, 2023	$130M	$28.3M	5	1	0	2	$31.0M
2021	Mar 16, 2022	$144M	$38.1M	4	1	0	2	$33.0M
2020	Mar 17, 2021	$158M	$32.5M	4	1	0	2	$48.0M
2019	Mar 14, 2020	$150M	$28.1M	5	1	0	2	$45.0M
2018	Mar 21, 2019	$143M	$25.2M	5	1	0	2	$41.0M
2017	Mar 9, 2018	$123M	$26.0M	5	1	0	2	$37.0M
2016	Mar 6, 2017	$124M	$24.2M	6	1	n/a	2	$40.0M
2015	Feb 25, 2016	$109M	$23.5M	8	1	n/a	2	$47.0M
2014	Mar 26, 2015	$111M	$66.6M	6	1	n/a	2	$44.7M
2013	Feb 4, 2014	$116M	$116M	5	1	n/a	n/a	n/a
2012	Feb 28, 2013	$147M	$147M	6	1	n/a	n/a	n/a
2011	Mar 30, 2012	$142M	$142M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$95.1M	$115M	-17.3%	$130M	-9.8%	5	5	0	0

Relationships

Advises (2)

→ WCERS OPPORTUNITY FUND, LPPrivate fundReal Estate Fund, IA
Mar 26, 2015 to presentfactForm ADV
→ STEWARD REAL ESTATE PARTNERS FUND I, LPPrivate fundReal Estate Fund, IA
Mar 26, 2015 to presentfactForm ADV

Registered with (1)

← ANMAR KARIM SARAFAAdvisorregistration: previous registration
Jan 8, 2015 to Dec 31, 2017factForm ADV

Affiliated with (1)

← MUNROS CAPITAL MANAGEMENT, LLCRegistered adviserother investment adviser, control
factForm ADV

Controls (2)

← SARAFA, ANMAR, KARIMOwnerPRESIDENT, ownership code E, individual
Mar 30, 2012 to Apr 26, 2024factForm ADV
← Hite, JessicaOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 9, 2018 to Apr 26, 2024factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:81bc225d-7922-849d-c351-ecb52e16c9ff
First observed: Mar 30, 2012
Last observed: Mar 26, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

STEWARD CAPITAL MANAGEMENT

STEWARD CAPITAL MANAGEMENT, INC., CRD 104936

BLOOMFIELD HILLS, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:81bc225d-7922-849d-c351-ecb52e16c9ff

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:23 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ANMAR KARIM SARAFA

Chartered Financial Analyst

Bloomfield Hills, MI

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

STEWARD REAL ESTATE PARTNERS FUND I, LP

Real Estate Fund

$20.1M

Apr 26, 2024

Mar 26, 2015

reported

n/a

WCERS OPPORTUNITY FUND, LP

Real Estate Fund

$18.2M

Apr 26, 2024

Mar 26, 2015

reported

021-148001

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Hite, Jessica

CHIEF COMPLIANCE OFFICER

yes

03/2018

Mar 9, 2018

Apr 26, 2024

SARAFA, ANMAR, KARIM

President

yes

02/1988

Mar 30, 2012

Apr 26, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

HAITHEM KARIM SARAFA

n/a

STEWARD OPPORTUNIY MANAGEMENT LLC

n/a

yes

n/a

STEWARD REAL ESTATE MANAGEMENT LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 26, 2026

$95.1M

$46.4M

n/a

2024

Mar 29, 2025

$115M

$37.9M

n/a

2023

Mar 20, 2024

$138M

$32.7M

$38.3M

2022

Mar 29, 2023

$130M

$28.3M

$31.0M

2021

Mar 16, 2022

$144M

$38.1M

$33.0M

2020

Mar 17, 2021

$158M

$32.5M

$48.0M

2019

Mar 14, 2020

$150M

$28.1M

$45.0M

2018

Mar 21, 2019

$143M

$25.2M

$41.0M

2017

Mar 9, 2018

$123M

$26.0M

$37.0M

2016

Mar 6, 2017

$124M

$24.2M

n/a

$40.0M

2015

Feb 25, 2016

$109M

$23.5M

n/a

$47.0M

2014

Mar 26, 2015

$111M

$66.6M

n/a

$44.7M

2013

Feb 4, 2014

$116M

n/a

2012

Feb 28, 2013

$147M

n/a

2011

Mar 30, 2012

$142M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$95.1M

$115M

-17.3%

$130M

-9.8%