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| Stegner Investment Associates Inc
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|
|---|---|
| CRD # | 107480 |
| SEC # | 801-46803 |
| CIK # | 0001907433 |
| AUM | $2.8 B (2026-03-24) |
| Employees | 10 (50% Investors, 0% Brokers) |
| Phone | 502-895-0122 |
| Address | 233 Breckenridge Lane Louisville, KY 40207 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 1.2 | ||
| Apple Inc | 0.7 | ||
| Costco Wholesale Corp /NEW | 0.3 | ||
| McDonalds Corp | 0.3 | ||
| Coca Cola Co | 0.2 | ||
| Home Depot Inc | 0.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 101 | 0.1 |
| (b) Individuals (high net worth individuals) | 101 | 0.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 14 | 1.9 |
| (h) Charitable organizations | 19 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 820 | 2.8 |
| By Discretionary | ||
| Discretionary | 774 | 2.2 |
| Non-Discretionary | 46 | 0.6 |
| Total | 820 | 2.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.8 | |
| Total | 820 | 2.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001907433] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
First Endowment Development Corp
✚
|
TX | 2.8 |
|
Diversified Enterprises LLC
✚
|
DE | 2.8 |
|
LRI Investments LLC
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|
FL | 2.8 |
|
Expand Financial LLC
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|
2.8 | |
|
Baystate Wealth Management LLC
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|
KS | 2.8 |
|
Barwick & Partners Inc
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|
2.8 | |
|
Guardian Wealth Advisors LLC
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|
MN | 2.7 |
|
Dearborn Partners LLC
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|
IL | 2.7 |
|
Abner Herrman & Brock LLC
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|
NJ | 2.7 |
|
CFS Investment Advisory Services LLC
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|
NJ | 2.7 |