Steadmont Advisors, LLC

RIASEC RegisteredEst. 2024

Total AUM

$431M

Discretionary

$427M

99% of AUM

Avg account

$345K

Accounts

1,249

Employees

5

Advisory reps

4

Firm details

Headquarters: Birmingham, Alabama
CRD number: 328882
Registered since: January 10, 2024
Website: steadmontadvisors.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM
Client types: HNWI83.44%
Individuals16.01%
Pension & Profit Sharing Plans0.34%
Corporations / Businesses0.11%
Charitable Organizations0.09%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Steadmont Advisors, LLC is an independent, owner-operated registered investment adviser organized as an LLC and registered with the SEC in 2024. The firm serves both individuals/families and institutional clients, charging fees based on a percentage of assets under management. Its core advisory offerings are financial planning and discretionary portfolio management for individuals and small businesses. Steadmont reports it is not an active ESG investor and does not operate as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds76%
Cash & Cash Equivalents16%
Exchange Traded Equities7%
US Government Bonds1%

Contacts

3 of 4

Taylor Hart
Partner, PresidentCRD 5549423
Margaret Dunn
Partner, Client AdvisorCRD 3029700
Amy Drinkard
Partner and Client AdvisorCRD 4833611

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Birmingham, AL

Jefferson

Location

Birmingham, AL

Headquartered in Birmingham, AL, anchoring the Birmingham-Hoover-Talladega, AL metro in the South.

Metro area: Birmingham-Hoover-Talladega, AL
Region: South
County: Jefferson
Address: 2204 Lakeshore Dr
Time zone: CT (UTC-6)
Office locations

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