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 registered investment adviser organized as an LLC and SEC-registered in 2025. The firm acts as a capital allocator for a mix of individual, family and institutional clients. Its advisory services emphasize financial planning and discretionary portfolio management for individuals, small businesses and institutions, along with pension consulting and manager selection. Fee arrangements include asset-based fees alongside hourly and fixed-fee engagements. The firm reports a clear preference for equities in its managed programs and uses an open architecture approach to other managers and funds. Steadtrust is not positioned as an ESG-focused allocator based on the available disclosures.
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 9Active vs passive
$6.1M in ETFs
78%
$4.8M
0%
$1.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF (EMB) | BlackRock | Passive | Emerging Markets Bond | $1.3M | 13,251 | 20.88% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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