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Darrell John Stewart (Charlottesville)


Darrell John Stewart is a large advisory firm based in Charlottesville. It manages $357.47 million of regulatory assets for 174 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, Maryland, and Virginia.

Darrell John Stewart provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Darrell John Stewart: assets under management

The assets under management (AUM) of Darrell John Stewart is $357.47 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 132% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $357.47 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.05 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Darrell John Stewart for their services and products based on a percentage of assets under management and fixed 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.

Based in Charlottesville

The principal office where Darrell John Stewart performs its advisory services is located at 503 Faulconer Drive Ste 6, Charlottesville, VA 22903 4978, 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 434-977-7010 or by fax 434-977-6313. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday.


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