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| Keyboard |
| Steadmont Advisors LLC
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|---|---|
| CRD # | 328882 |
| SEC # | 801-129271 |
| CIK # | |
| AUM | 430.7 M (2026-04-08) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 205-721-7005 |
| Address | 2204 Lakeshore Drive Birmingham, AL 35209 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 203 | 69.0 |
| (b) Individuals (high net worth individuals) | 130 | 359.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 1.5 |
| (h) Charitable organizations | 3 | 0.4 |
| (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 | 1 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,249 | 430.7 |
| By Discretionary | ||
| Discretionary | 1,243 | 427.5 |
| Non-Discretionary | 6 | 3.2 |
| Total | 1,249 | 430.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 430.7 | |
| Total | 1,249 | 430.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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|---|---|---|
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LEGA Z Advisory LLC
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|
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|
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|
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