AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
AS

Anmar K. Sarafa

STEWARD CAPITAL MANAGEMENT
Bloomfield Hills, MI 48304
Some features on this profile are disabled
CRD#: 1575229
AS

Professional summary

Anmar Karim Sarafa, who also goes by Anmar Sarafa, is a registered financial advisor currently at STEWARD CAPITAL MANAGEMENT located in Bloomfield Hills, Michigan.

Anmar is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Anmar has worked at 7 firms and has passed the Series 65, Series 63, Series 7, Series 3 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Anmar Sarafa

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anmar Karim Sarafa's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 24, 2019 - Present

STEWARD CAPITAL MANAGEMENT

Office #1: 21 E. Long Lake Road Suite 102, Bloomfield Hills, MI 48304
RIA
CRD#: 104936
Bloomfield Hills, MI
Past

January 8, 2015 - December 31, 2017

STEWARD CAPITAL MANAGEMENT

RIA
CRD#: 104936
BLOOMFIELD HILLS, MI
Past

September 14, 2010 - December 17, 2012

MUNROS CAPITAL MANAGEMENT, LLC

RIA
CRD#: 143069
BLOOMFIELD HILLS, MI
Past

June 20, 2005 - November 2, 2005

ROBERT VAN SECURITIES, INC.

BD
CRD#: 29581
OAKLAND, CA
Past

November 4, 1997 - August 27, 2007

BROAD STREET SECURITIES, INC.

BD
CRD#: 36101
PLANTATION, FL
Past

January 1, 1994 - May 23, 1994

T. I. INVESTMENTS, INC.

BD
CRD#: 6844
DEARBORN, MI
Past

March 21, 1991 - December 31, 2014

STEWARD CAPITAL MANAGEMENT

RIA
CRD#: 104936
BLOOMFIELD HILLS, MI
Past

December 12, 1988 - November 11, 1993

TRICORP SECURITIES, LTD.

BD
CRD#: 14548
Past

February 17, 1987 - February 23, 1988

DREXEL BURNHAM LAMBERT INCORPORATED

BD
CRD#: 7323

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SC
STEWARD CAPITAL MANAGEMENT
LKL INVESTMENT COUNSEL | STEWARD CAPITAL MANAGEMENT, INC. | STEWARD CAPITAL MANAGEMENT

CRD#: 104936 / SEC#: 801-32202

RIA
Registered Investment Advisory firm - (6/30/1988 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Michigan
(1/24/2019)
IAR
Texas
(4/17/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/18/1992
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/9/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 1/17/1987
General Securities Representative Examination
General Industry/Product Exam
RR
Series 3
Date: 10/20/1986
National Commodity Futures Examination
Principal/Supervisory Exam
RR
Series 24
Date: 9/14/2004
General Securities Principal Examination

Current Firm

SC
STEWARD CAPITAL MANAGEMENT
LKL INVESTMENT COUNSEL | STEWARD CAPITAL MANAGEMENT, INC. | STEWARD CAPITAL MANAGEMENT

CRD#: 104936 / SEC#: 801-32202

RIA
Registered Investment Advisory firm - (6/30/1988 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
21 East Long Lake Road Suite 200, Bloomfield Hills, MI 48304
Mailing Address
Phone number
(248) 647-5990
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SCM FORM ADV PART 2A (MARCH 28, 2025) (3/28/2025)

Regulatory assets under management

Total Number of Accounts95
AUM (Assets Under Management)$ 114,998,126

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

STEWARD CAPITAL MANAGEMENT

CRD#: 104936Bloomfield Hills, MI 48304

TRUST BUT VERIFY

Monitor Anmar Sarafa

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Jack Anthony Jerzewski
Jack JerzewskiAdvisorCheck Check Mark
LPL ENTERPRISE, LLC
IAR
RR
TROY, MI
Jeffrey S. Perry
Jeffrey PerryAdvisorCheck Check Mark
STRATEGIC ADVISERS LLC
IAR
RR
WEST BLOOMFIELD, MI
Lyndon L Davis
Lyndon DavisAdvisorCheck Check Mark
LIGHTSQUARE WEALTH MANAGEMENT, LLC
IAR
Farmington Hills, MI
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.