Investment adviser · CRD 107480
STEGNER INVESTMENT ASSOCIATES INC
Investment adviser filing (IA)
LOUISVILLE, KY, United States · Form ADV filed Sep 21, 2026
- Regulatory AUM
- $2.77B Form ADV · Item 5.F
- Client accounts
- 820 Accounts, not individual clients
- Employees
- 10 Reported in this filing
- Advisory professionals
- 5 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 | 14 | $1,945,002,002 | 70.2% |
| High-net-worth individuals | 101 | $571,620,189 | 20.6% |
| Charities | 19 | $166,919,790 | 6.0% |
| Individuals | 101 | $82,251,616 | 3.0% |
| Corporations & businesses | Fewer than 5 | $2,980,840 | 0.1% |
Filing source
Form ADV 2133519 · Sep 21, 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: Sep 21, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Fixed
Principal office
233 BRECKENRIDGE LANELOUISVILLE, KY, 40207, United States
CRD 107480
Filing source
Form ADV 2133519 · Sep 21, 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.