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HOMESTEAD ADVISERS CORP.

CRD 109845 · SEC 801-37391

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4301 WILSON BLVD., ARLINGTON, VA, 22203-1860, United States

Phone

866-673-2299/800-258-3030

Fax

703-907-6604

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$7.45B

Discretionary AUM

$7.45B

Team

40 total employees; 15 advisory reps; 1 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; COST REIMBURSABLE.

Org form

Corporation

Filing date

2026-03-30

Disciplinary history

No

Services

Financial planningPortfolio management (investment companies)Portfolio management (institutions)

Client types

TypeClientsAUM
Investment companies8$2.67B

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

Official SEC filing: View on IAPD