Steadtrust
Firm details
- Headquarters
- ,
- CRD number
- 334416
- Registered since
- February 10, 2025
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, SEI INVESTMENTS DISTRIBUTION CO.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI67.65%
- Individuals29.1%
- Corporations / Businesses3.25%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Steadtrust is an independent RIA organized as an LLC that functions as a capital allocator for both individual/family and institutional clients. The firm provides financial planning and portfolio management for individuals, small businesses and institutions, along with pension consulting and manager selection services. Its billing mix includes percentage-of-AUM fees supplemented by hourly and fixed-fee engagements. Steadtrust reports it does not pursue active ESG investing.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities78%
- Public Funds/Mutual Funds18%
- Cash & Cash Equivalents4%
Owners & executives
1 of 1
Thomas Kowalczyk
CEO, Chief Compliance OfficerCRD 5630382
Contacts
3 of 8
Lisa More
Investment Adviser RepresentativeCRD 1633650
Ephimia Coumanakos
Founder & Managing PartnerCRD 4860314
Cameron Ressetar
Owner, PresidentCRD 6110624
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 5Active vs passive
$4.2M in ETFs
94%
$4M
0%
$242K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF (EMB) | JP Morgan | Passive | Emerging Markets Bond | $1.2M | 13,251 | 29.36% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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