Brian Stewart is a CFP, ChFC-designated registered investment advisor at Captrust, based in Alexandria, VA, with 17 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 36,839 clients with $1100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.25% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Advisory fees are subject to negotiation based on multiple factors including clients with multiple accounts, size of the account, a prior or existing relationship, and a client’s particular needs or financial characteristics.
Fee Estimator
Location
330 John Carlyle Street, Suite 400, Alexandria, VA, 22314
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Brian owns rental real estate property since 2025, dedicating a few hours per week to managing it. This activity is not investment-related.
Employment History
Current Registrations
Captrust
Capfinancial Securities, LLC.Broker
Previous Registrations
Campbell Wealth Management, INC.
Madison Avenue Securities, LLCBroker
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
USAA Investment Management Company
USAA Financial Advisors, INC.Broker
USAA Financial Planning Services
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.