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STEGNER INVESTMENT ASSOCIATES INC
CRD 107480 · SEC 801-46803
233 BRECKENRIDGE LANE, LOUISVILLE, KY, 40207, United States
Phone
502-895-0122
Fax
502-895-0316
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.77B
Discretionary AUM
$2.20B
Team
10 total employees; 5 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Other (specify)
Filing date
2026-03-24
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 101 | $82.3M |
| High net worth individuals | 101 | $571.6M |
| Pension/profit sharing plans | 14 | $1.95B |
| Charitable organizations | 19 | $166.9M |
States served
CA, IL, KY, SC, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD