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| Happy Holidays!! thanks for using AUM13F!! |
| Steadmont Advisors LLC
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| CRD # | 328882 |
| SEC # | 801-129271 |
| CIK # | |
| AUM | $368.4 M (2025-03-07) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 205-721-7005 |
| Address | 2204 Lakeshore Drive Birmingham, AL 35209 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 218 | 82.1 |
| (b) Individuals (high net worth individuals) | 100 | 284.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 1.2 |
| (h) Charitable organizations | 1 | 0.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,173 | 368.4 |
| By Discretionary | ||
| Discretionary | 1,173 | 368.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,173 | 368.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 368.4 | |
| Total | 1,173 | 368.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Global Wealth Strategies and Associates LLC
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|
CO | 0.4 |
|
L K Benson & Company PC
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|
MD | 0.4 |
|
Henry James International Management Inc
✚
|
NY | 0.4 |
|
ELEY Financial Management Inc
✚
|
VT | 0.4 |
|
Beacon Bridge Wealth Partners LLC
✚
|
PA | 0.4 |
|
Private Wealth Advisors LLC
✚
|
CA | 0.4 |
|
Digital Wealth Partners LLC
✚
|
0.4 | |
|
Schorn Wealth LLC
✚
|
FL | 0.4 |
|
PFS Partners LLC
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|
NJ | 0.4 |
|
Wealth Navigation LLC
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|
UT | 0.4 |