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Steadmont Advisors, LLC

● SEC registered since 2024CRD 328882SEC# 801-129271Birmingham, AL
Export (members)
Reg. AUM
$368.4M
Employees
5
Accounts
1,173
Location
Birmingham, AL

Steadmont Advisors, LLC assets under management

Steadmont Advisors, LLC operates as an SEC-registered investment adviser based in Birmingham, AL. The firm has been registered since 2024. It reports $368.4 million in regulatory assets under management and employs 5 people.
steadmontadvisors.comView on SEC.gov ↗

Steadmont Advisors, LLC owners & executives

3 reported
NameTitleOwnershipSince
Amy C Drinkard ControlPartner10-25%2024
Margaret C Dunn ControlChief Compliance Officer, Partner25-50%2024
Taylor Hart ControlPartner, President25-50%2024

Frequently asked questions

How much does Steadmont Advisors, LLC manage?

Steadmont Advisors, LLC reports $368.4 million in regulatory assets under management on its Form ADV.

How many employees does Steadmont Advisors, LLC have?

Steadmont Advisors, LLC reports 5 employees.

Where is Steadmont Advisors, LLC located?

Steadmont Advisors, LLC is based in Birmingham, AL and has been SEC-registered since 2024.

Does Steadmont Advisors, LLC disclose fund performance?

Steadmont Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2204 Lakeshore Drive, Suite 100, Birmingham, AL 35209
Phone(205) 721-7005
Office hours4-Aug
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$368.4M
Non-discretionary$0
Total (RAUM)$368.4M