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| Homestead Advisers Corp
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|---|---|
| CRD # | 109845 |
| SEC # | 801-37391 |
| CIK # | 0000944804 |
| AUM | 7,450.1 M (2026-06-29) |
| Employees | 40 (38% Investors, 60% Brokers) |
| Fees | |
| Minimum | |
| Phone | 86667322998002583030 |
| Address | 4301 Wilson Blvd Arlington, VA 22203-1860 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| J P Morgan Chase & Co | 0.2 | ||
| Parker Hannifin Corp | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Lam Research Corp | 0.1 | ||
| Northrop Grumman Corp /DE/ | 0.1 | ||
| Wal Mart Stores Inc | 0.1 | ||
| Deere & Co | 0.1 | ||
| AbbVie Inc | 0.1 | ||
| Goldman Sachs Group Inc | 0.1 | ||
| Citigroup Inc | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 8 | 2.7 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 4.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.1 |
| (n) Other | 0 | 0.3 |
| Total | 19 | 7.5 |
| By Discretionary | ||
| Discretionary | 19 | 7.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 19 | 7.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 7.5 | |
| Total | 19 | 7.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000944804] | |
| 13F-NT | [0000944804] | |
| SC 13G | [0000944804] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $2.8B |
| Clients | 1 |
| Serves | Institutional, Retail |
| LEI | 549300UQEDJJ81EYR421 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Aldrich Wealth Limited Partnership
✚
|
OR | 7,615.3 M |
|
McMorgan & Company LLC
✚
|
CA | 7,609.2 M |
|
Avantax Planning Partners Inc
✚
|
IA | 7,569.4 M |
|
DSM Capital Partners LLC
✚
|
FL | 7,564.9 M |
|
Carnegie Capital Asset Management LLC
✚
|
OH | 7,513.2 M |
|
JMG Financial Group Ltd
✚
|
IL | 7,500.1 M |
|
Hays Financial Group LLC
✚
|
MN | 7,450.4 M |
|
Capital Advisors Inc
✚
|
OK | 7,428.4 M |
|
First National Advisers LLC
✚
|
NE | 7,369.7 M |
|
Badgley Phelps Wealth Managers LLC
✚
|
WA | 7,280.8 M |