Good Steward Capital Management , Inc. is a multi-state adviser based in Tucson. It manages $4.73 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of Arizona, California, Colorado, and 22 other states.
Good Steward Capital Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Good Steward Capital Management , Inc. is $4.73 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 143% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Good Steward Capital Management , Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Robert Loran Barr is pooled investment vehicles with 2 clients and $4.3 million of assets under management. Among the 4 most similar advisory firms, Good Steward Capital Management has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $4.3 million for 2 clients. None of the firm’s clients are foreign persons or businesses.
Good Steward Capital Management also advises several private funds. Namely, two real estate funds. The minimum investment commitment required of non-related persons ranges from $5,000 to $50,000.
The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Robert Loran Barr has been acting as President since 1 Feb 2016. Jessica Denice Barr joined the executive team most recently as the Shareholder.
The principal office where Good Steward Capital Management , Inc. performs its advisory services is located at 2090 N Kolb Road, Tucson, AZ 85715, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 520-300-6539 or by fax 520-257-2662. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at goodstewardcapital.com.