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Steadtrust LLC

● SEC registered since 2025CRD 334416SEC# 801-131951
Export (members)
Reg. AUM
$438.9M
Employees
9
Accounts
1,018
Location
—

Steadtrust LLC assets under management

Steadtrust LLC is an SEC-registered investment adviser. The firm has been registered since 2025. It reports $438.9 million in regulatory assets under management and employs 9 people.
www.concordfinancialgroup.comView on SEC.gov ↗

Steadtrust LLC owners & executives

4 reported
NameTitleOwnershipSince
Steadtrust Holdings LLC ControlHolding CompanyOver 75%2024
Thomas David Kowalczyk ControlChief Compliance Officer And CeoUnder 5%2024
Tdk Wealth Holdings ControlHolding CompanyOver 75%2025
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Frequently asked questions

How much does Steadtrust LLC manage?

Steadtrust LLC reports $438.9 million in regulatory assets under management on its Form ADV.

How many employees does Steadtrust LLC have?

Steadtrust LLC reports 9 employees.

Does Steadtrust LLC disclose fund performance?

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

Contact & registration

Phone972-876-8422
FaxN/A
Office hours9:00 a.m. - 6:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$438.9M
Non-discretionary$0
Total (RAUM)$438.9M