STEWART CAPITAL ADVISORS, LLC
CRD #134012 SEC #801-64212 INDIANA, PA 724-465-3458
SEC Registered
Total AUM
$1.1B
Discretionary
$1.1B
Employees
10
Clients
0
Accounts
1,090
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $1.1B | $1.1B | $0 | 10 | 1 |
| Jan 2024 | $1.2B | $1.2B | $0 | 11 | 2 |
| Mar 2023 | $1.2B | $1.2B | $0 | 11 | 2 |
| Mar 2022 | $1.2B | $1.2B | $0 | 10 | 2 |
| Jun 2021 | $1B | $1B | $0 | 12 | 7 |
| Mar 2021 | $1B | $1B | $0 | 12 | 7 |
| Jun 2020 | $966.7M | $966.7M | $0 | 11 | 8 |
| Mar 2020 | $966.7M | $966.7M | $0 | 11 | 8 |
| Mar 2019 | $1B | $918.9M | $98M | 12 | 6 |
| Mar 2018 | $1.2B | $1.2B | $0 | 13 | 35 |
| Mar 2017 | $1.3B | $1.2B | $101.8M | 16 | 11 |
| Nov 2016 | $1.3B | $1.2B | $121.8M | 16 | 11 |
| Oct 2016 | $1.3B | $1.2B | $121.8M | 16 | 11 |
| Oct 2016 | $1.3B | $1.2B | $121.8M | 16 | 11 |
| Mar 2016 | $1.3B | $1.2B | $121.8M | 16 | 11 |
| Aug 2015 | $1.4B | $1.3B | $34.9M | 17 | 11 |
| Jul 2015 | $1.4B | $1.3B | $34.9M | 17 | 11 |
| Mar 2015 | $1.4B | $1.3B | $34.9M | 17 | 11 |
| Aug 2014 | $1.2B | $1.2B | $34.8M | 24 | 1 |
| May 2014 | $1.2B | $1.2B | $34.8M | 24 | 1 |
| Mar 2014 | $1.2B | $1.2B | $34.8M | 24 | 1 |
| Mar 2013 | $1B | $1B | $31.7M | 20 | 1 |
| Apr 2012 | $964.9M | $932.1M | $32.8M | 6 | 1 |
| Mar 2012 | $964.9M | $932.1M | $32.8M | 6 | 1 |
| Mar 2009 | $847.2M | $847.2M | $0 | 10 | -- |
| Mar 2007 | $132.9M | $132.9M | $0 | 10 | -- |
| Jan 2007 | $889.9M | $889.9M | $0 | 10 | -- |
| Dec 2006 | $132.5M | $132.5M | $0 | 5 | -- |
| Sep 2005 | $32M | $32M | $0 | 5 | -- |
DateMar 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees10
Clients1
DateJan 2024
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees11
Clients2
DateMar 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees11
Clients2
DateMar 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees10
Clients2
DateJun 2021
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees12
Clients7
DateMar 2021
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees12
Clients7
DateJun 2020
Total AUM$966.7M
Discretionary$966.7M
Non-Disc.$0
Employees11
Clients8
DateMar 2020
Total AUM$966.7M
Discretionary$966.7M
Non-Disc.$0
Employees11
Clients8
DateMar 2019
Total AUM$1B
Discretionary$918.9M
Non-Disc.$98M
Employees12
Clients6
DateMar 2018
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees13
Clients35
DateMar 2017
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$101.8M
Employees16
Clients11
DateNov 2016
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$121.8M
Employees16
Clients11
DateOct 2016
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$121.8M
Employees16
Clients11
DateOct 2016
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$121.8M
Employees16
Clients11
DateMar 2016
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$121.8M
Employees16
Clients11
DateAug 2015
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$34.9M
Employees17
Clients11
DateJul 2015
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$34.9M
Employees17
Clients11
DateMar 2015
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$34.9M
Employees17
Clients11
DateAug 2014
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$34.8M
Employees24
Clients1
DateMay 2014
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$34.8M
Employees24
Clients1
DateMar 2014
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$34.8M
Employees24
Clients1
DateMar 2013
Total AUM$1B
Discretionary$1B
Non-Disc.$31.7M
Employees20
Clients1
DateApr 2012
Total AUM$964.9M
Discretionary$932.1M
Non-Disc.$32.8M
Employees6
Clients1
DateMar 2012
Total AUM$964.9M
Discretionary$932.1M
Non-Disc.$32.8M
Employees6
Clients1
DateMar 2009
Total AUM$847.2M
Discretionary$847.2M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$132.9M
Discretionary$132.9M
Non-Disc.$0
Employees10
Clients--
DateJan 2007
Total AUM$889.9M
Discretionary$889.9M
Non-Disc.$0
Employees10
Clients--
DateDec 2006
Total AUM$132.5M
Discretionary$132.5M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$32M
Discretionary$32M
Non-Disc.$0
Employees5
Clients--