Investment adviser · CRD 109845
HOMESTEAD ADVISERS CORP.
Investment adviser filing (IA)
ARLINGTON, VA, United States · Form ADV filed Jun 29, 2026
- Regulatory AUM
- $7.45B Form ADV · Item 5.F
- Client accounts
- 19 Accounts, not individual clients
- Employees
- 40 Reported in this filing
- Advisory professionals
- 15 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | Fewer than 5 | $4,405,527,104 | 59.1% |
| Investment companies | 8 | $2,668,425,509 | 35.8% |
| Other clients | Fewer than 5 | $296,567,859 | 4.0% |
| Corporations & businesses | Fewer than 5 | $79,573,084 | 1.1% |
Filing source
Form ADV 2116300 · Jun 29, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 29, 2026. View historical filings
Reported services
Financial planning · Investment company portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
4301 WILSON BLVD.ARLINGTON, VA, 22203-1860, United States
CRD 109845
Filing source
Form ADV 2116300 · Jun 29, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.