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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Stegner Investment Associates Inc
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|---|---|
| CRD # | 107480 |
| SEC # | 801-46803 |
| CIK # | 0001907433 |
| AUM | $2.4 B (2025-03-21) |
| Employees | 11 (45% Investors, 0% Brokers) |
| Phone | 502-895-0122 |
| Address | 233 Breckenridge Lane Louisville, KY 40207 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 0.5 | ||
| McDonalds Corp | 0.3 | ||
| Home Depot Inc | 0.2 | ||
| American Express Co | 0.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 71 | 0.0 |
| (b) Individuals (high net worth individuals) | 129 | 0.6 |
| (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 | 14 | 1.7 |
| (h) Charitable organizations | 19 | 0.1 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 794 | 2.4 |
| By Discretionary | ||
| Discretionary | 752 | 1.9 |
| Non-Discretionary | 42 | 0.5 |
| Total | 794 | 2.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.4 | |
| Total | 794 | 2.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001907433] |
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