AS
Anmar K. Sarafa
STEWARD CAPITAL MANAGEMENT
Bloomfield Hills, MI 48304
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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.
NAME AND ADDRESS OF OTHER BUSINESSES
FRANKENMUTH BREWERY REAL ESTATE, LLC
21 E. LONG LAKE ROAD, SUITE 200
BLOOMFIELD HILLS, MI 48304
FRANKENMUTH BREWERY INTELLECTUAL PROPERTY, LLC
21 E. LONG LAKE ROAD, SUITE 200
BLOOMFIELD HILLS, MI 48304
FRANKENMUTH BREWERY RESTAURANT OPERATIONS, LLC
415 S. MAIN STREET
FRANKENMUTH, MI 48734
IS THE BUSINESS INVESTMENT RELATED?
YES
NATURE OF THE OTHER BUSINESS
ON JANUARY 22, 2009, FRANKENMUTH BREWERY REAL ESTATE, LLC (FBRE) PURCHASED THE FORECLOSED REAL ESTATE PROPERTY KNOWN AS "THE FRANKENMUTH BREWERY" FROM BANK OF AMERICA. PRIOR TO BEING FORECLOSED UPON IN 2006, THE BUSINESS HAD OPERATED AS A BREWPUB. UPON PURCHASING THE PROPERTY, THE INTELLECTUAL PROPERTY, WHICH INCLUDES HISTORICAL TRADEMARKS AND LOGOS DATING BACK TO 1862, WERE TRANSFERRED INTO A SEPARATE ENTITY CALLED FRANKENMUTH BREWERY INTELLECTUAL PROPERTY, LLC. IN JULY, 2009, THE MICHIGAN LIQUOR CONTROL COMMISSION (MLCC) GRANTED A CLASS C LIQUOR LICENSE TO FRANKENMUTH BREWERY RESTAURANT OPERATIONS (FBRO), WHICH OPERATES INSIDE OF THE BREWERY. IN ADDITION TO FBRO OPERATING A RESTAURANT WITH A CLASS C LIQUOR LICENSE, THE MLCC ALSO GRANTED A MICROBREWERY LICENSE TO FRANKENMUTH BREWING COMPANY (FBC), AN ENTITY WHICH IS OWNED BY HAITHEM SARAFA. THEREFORE, THERE ARE TWO SEPARATE ENTITIES CURRENTLY OPERATING ON SITE. ONE IS FRANKENMUTH BREWERY COMPANY (FBC), WHICH BREWS AND DISTRIBUTES BEER AS A MICROBREWERY WHOLESALER, AS WELL AS OPERATING ITS OWN RESTAURANT ON SITE, AND FRANKENMUTH BREWERY RESTAURANT OPERATIONS, WHICH OWNS AND OPERATES ITS OWN RESTAURANT ON A SEPARATE LEVEL, AND OFFERS BOTH LIQUOR AND WINE IN ADDITION TO CRAFT BEER TO ITS CUSTOMERS.
POSITION/TITLE
I AM THE SINGLE MANAGING MEMBER OF EACH OF THE ENTITIES LISTED ABOVE. MY RESPONSIBILITIES ARE PRIMARILY LIMITED TO MAKING STRATEGIC INVESTMENT DECISIONS PERTAINING TO CAPITAL EXPENDITURES. I DO NOT HAVE ANY RESPONSIBILITIES FOR THE DAILY MANAGEMENT OF THE RESTAURANT, BREWERY OPERATIONS, OR WHOLESALE BEER DISTRIBUTION. HAITHEM SARAFA IS PRIMARILY RESPONSIBLE FOR THE OVERSIGHT THE BREWERY AND RETAIL RESTAURANT OPERATIONS, AND JOE OSBERGER IS PRIMARILY RESPONSIBLE FOR THE OVERSIGHT OF THE WHOLESALE BEER DISTRIBUTION. THEY ARE PART OF AN EXECUTIVE TEAM THAT ALSO INCLUDES A GENERAL MANAGER, ASSISTANT GMS, HEAD CHEF, BREWMASTER, AND ASSISTANT BREWER.
DUTIES RELATING TO THE BUSINESS
MY DUTIES ARE PRIMARILY LIMITED TO THE RESPONSIBILITIES OF BEING THE LANDLORD FOR THE OPERATING BUSINESSES, AS WELL AS THE DECISION MAKER ON CAPITAL EXPENDITURES INVESTMENTS REQUIRED. AT TIMES, I ALSO PROVIDE INPUT TO THE EXECUTIVE TEAM REGARDING STRATEGIC DIRECTION OF THE OPERATING ENTITIES.
START DATE
THE PROPERTY WAS PURCHASED OUT OF FORECLOSURE FROM BANK OF AMERICA ON JANUARY 22, 2009.
NUMBER OF HOURS/MONTH DEVOTED TO OTHER BUSINESS
IT'S ESTIMATED I SPEND APPROXIMATELY 8-10 HOURS PER MONTH ON THE FRANKENMUTH BREWERY INVESTMENT/BUSINESS.
NUMBER OF HOURS/MONTH DEVOTED TO OTHER BUSINESS DURING SECURITIES TRADING HOURS
SINCE DAILY OPERATIONS ARE BEING HANDLED BY AN EXECUTIVE MANAGEMENT TEAM, NONE OF MY TIME IS REQUIRED TO BE SPENT ON FRANKENMUTH BREWERY BUSINESS DURING SECURITIES TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Anmar Karim Sarafa's 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®
NoneExperience
Current
January 24, 2019 - Present
STEWARD CAPITAL MANAGEMENT
Office #1: 21 E. Long Lake Road Suite 102, Bloomfield Hills, MI 48304RIA
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
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
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
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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)
Regulatory assets under management
| Total Number of Accounts | 95 |
| AUM (Assets Under Management) | $ 114,998,126 |
Red Flags
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