Overview
Assets Under Management: $308 million
Headquarters: BIRMINGHAM, AL
High-Net-Worth Clients: 100
Average Client Assets: $3 million
Frequently Asked Questions
STEADMONT ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #328882), STEADMONT ADVISORS, LLC is subject to fiduciary duty under federal law.
STEADMONT ADVISORS, LLC is headquartered in BIRMINGHAM, AL.
STEADMONT ADVISORS, LLC serves 100 high-net-worth clients according to their SEC filing dated November 22, 2024. View client details ↓
According to their SEC Form ADV, STEADMONT ADVISORS, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
STEADMONT ADVISORS, LLC manages $308 million in client assets according to their SEC filing dated November 22, 2024.
According to their SEC Form ADV, STEADMONT ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 100
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.16
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,030
Discretionary Accounts: 1,030
Regulatory Filings
CRD Number: 328882
Last Filing Date: 2024-11-22 00:00:00
Website: https://steadmontadvisors.com