STEGNER INVESTMENT ASSOCIATES INC
Firm details
- Headquarters
- LOUISVILLE, Kentucky
- CRD number
- 107480
- Registered since
- July 5, 1994
- Website
- www.stegnerinvestments.com
- Custodians
- LINCOLN FINANCIAL DISTRIBUTORS, INC., CHARLES SCHWAB & CO., INC., T ROWE PRICE RETIREMENT PLAN SERVICES, INC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Pension & Profit Sharing Plans70.25%
- HNWI20.65%
- Charitable Organizations6.03%
- Individuals2.97%
- Corporations / Businesses0.11%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Stegner Investment Associates Inc. is an SEC-registered advisory firm that has been operating since 1994 and is owned by an individual. The firm serves both individual and family clients as well as institutional clients, providing portfolio management for individuals, small businesses, and institutional/business accounts. Its fee arrangements include asset-based fees and fixed fees. The adviser is not an active ESG investor, is not organized as a multi-state adviser, and does not act as a pension consultant.
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
- Public Funds/Mutual Funds92%
- Cash & Cash Equivalents3%
- Investment Grade Corp Bonds2%
- Other2%
- US Government Bonds1%
Owners & executives
1 of 1ELIZABETH PEABODY
Chief Executive OfficerCRD 2488182
Contacts
3 of 7DOUGLAS PEABODY
PresidentCRD 1422879
BRANDON DANT
Operations AssociateCRD 6919793
MELISSA VELLA
Senior Client Development AssociateCRD 7352060
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 23Active vs passive
$183M in ETFs
100%
$183M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES S&P 500 GROWTH ETF (IVW) | BlackRock | Passive | Large Growth | $69.5M | 614,290 | 38.00% |
Location
LOUISVILLE, KY
JEFFERSON
Location
LOUISVILLE, KY
Headquartered in LOUISVILLE, KY, anchoring the Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN metro in the South.
- Metro area
- Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN
- Region
- South
- County
- JEFFERSON
- Address
- 233 Breckenridge Ln
- Time zone
- CT (UTC-6)
- Office locations
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