Investment adviser · CRD 328882
STEADMONT ADVISORS, LLC
Investment adviser filing (IA)
BIRMINGHAM, AL, United States · Form ADV filed Aug 13, 2026
- Regulatory AUM
- $431M Form ADV · Item 5.F
- Client accounts
- 1,249 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 4 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 |
|---|---|---|---|
| High-net-worth individuals | 130 | $359,424,144 | 83.4% |
| Individuals | 203 | $68,978,976 | 16.0% |
| Retirement plans | Fewer than 5 | $1,477,047 | 0.3% |
| Corporations & businesses | Fewer than 5 | $457,747 | 0.1% |
| Charities | Fewer than 5 | $399,888 | 0.1% |
Filing source
Form ADV 2125817 · Aug 13, 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: Aug 13, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets
Principal office
2204 LAKESHORE DRIVE, SUITE 100BIRMINGHAM, AL, 35209, United States
CRD 328882
Filing source
Form ADV 2125817 · Aug 13, 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.