Steadmont Advisors, LLC
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
FINTRXOverview
Steadmont Advisors, LLC operates as an independent registered investment adviser, with SEC registration recorded in 2024 and structured as a limited liability company under individual ownership. The firm focuses on financial planning and portfolio management for individuals, families and small-business clients, and it also serves some institutional relationships. Its fee model is a percentage of assets under management. FINTRX flags the firm as not an active ESG investor, not a multi-state adviser, and not a capital allocator, and it is not identified as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds76%
- Cash & Cash Equivalents16%
- Exchange Traded Equities7%
- US Government Bonds1%
Contacts
3 of 4
Amy Drinkard
Partner and Client AdvisorCRD 4833611
Taylor Hart
Partner, PresidentCRD 5549423
Tyler Decker
Senior Associate, Client AdvisorCRD 6964943
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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