Good Steward Capital Management , Inc. (Tucson)

Name: Good Steward Capital Management , Inc.
Address: 2090 N Kolb Road, Tucson, AZ, 85715
Telephone: 520-300-6539

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.

Good Steward Capital Management: assets under management

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 firm manages $4.73 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $675.57 thousand each.

Good Steward Capital Management has custody of $4.3 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in exchange traded securities the most. They account for 100% of the total AUM.

Fees & Commissions

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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Robert Loran Barr serves?

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.

Careers at Good Steward Capital Management , Inc.

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Titan Holdings Group	Shareholder	1 Jan 2012	75% - 100%	00-0000000
Jessica Denice Barr	Secretary/treasurer	1 Jan 2012	Other	6620284
Robert Loran Barr	President/chief compliance officer	1 Feb 2016	Other	5302012

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Robert Loran Barr	President/ceo	1 Nov 2013	25% - 50%	5302012
Jessica Denice Barr	Shareholder	1 Nov 2013	25% - 50%	6620284

Based in Tucson

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.