| Name | Title | Ownership | Since |
|---|---|---|---|
| Douglas Dare Peabody Control | President & Chief Operating Officer & Chief Compliance Officer | Under 5% | 2019 |
| Elizabeth Stegner Peabody Control | Chief Executive Officer/Chief Investment Officer | Over 75% | 1994 |
| John Evers | Director Of Research | 5-10% | 2023 |
Stegner Investment Associates Inc reports $2.4 billion in regulatory assets under management on its Form ADV.
Stegner Investment Associates Inc reports 11 employees.
Stegner Investment Associates Inc is based in Louisville, KY and has been SEC-registered since 1994.
Stegner Investment Associates Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 233 Breckenridge Lane, Louisville, KY 40207 |
| Phone | 502-895-0122 |
| Fax | 502-895-0316 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1907433 |
| Discloses disciplinary history | No |
| Discretionary | $1.91B |
| Non-discretionary | $495.8M |
| Total (RAUM) | $2.41B |