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STEADMONT ADVISORS, LLC
CRD 328882 · SEC 801-129271
2204 LAKESHORE DRIVE, SUITE 100, BIRMINGHAM, AL, 35209, United States
Phone
(205) 721-7005
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$430.7M
Discretionary AUM
$427.5M
Team
5 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 203 | $69.0M |
| High net worth individuals | 130 | $359.4M |
| Pension/profit sharing plans | 2 | $1.5M |
| Charitable organizations | 3 | $400K |
| Corporations/business entities | 1 | $458K |
States served
AL, GA, LA, NE, SC, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD