Ami Shah
Steward · Washington, District of Columbia
Ami Shah is a fee-only financial advisor at Steward in Washington, District of Columbia, who holds the CFP credential. Steward reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Steward |
|---|---|
| Based in | Washington, District of Columbia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $66.4M across 226 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, DC, MA, MD, NY, TX · CRD 6622964 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.oursteward.com |
How Ami's firm compares
- Steward's average account is about $294,000, from its Form ADV (assets managed divided by 226 accounts).
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Questions about Ami
Is Ami Shah a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ami holds no broker registration, and Steward reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ami charge for financial advice?
Ami's firm, Steward, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Ami Shah based?
Ami Shah is based in Washington, District of Columbia.
What credentials does Ami Shah hold?
Ami Shah holds the CFP credential.
Is Ami Shah registered with the SEC?
Yes. Ami Shah is registered as an investment adviser representative in CA, DC, MA, MD, NY and TX (CRD 6622964), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Steward manage?
Steward reports $66.4M across 226 accounts in assets under management.
How do I contact Ami Shah?
Through Ami's website, www.oursteward.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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