Steadmont Advisors, LLC
Steadmont Advisors, LLC is an SEC-registered wealth manager in Birmingham, AL with $430.7M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Steadmont Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 328882, SEC 801-129271, data through 2026-04-08.
- AUM (assets under management / regulatory AUM)
- $430.7M (2026-04-08)
- Firm type
- Wealth Manager
- Location
- Birmingham, AL
- Employees
- 5
- Clients
- 339
- CRD
- 328882
- Ownership
- HART, TAYLOR; DUNN, MARGARET, C; DRINKARD, AMY, C; GRAFTON, JOHN, GARRETT; STEADMONT HOLDINGS, LLC
How much AUM does Steadmont Advisors, LLC have?
Steadmont Advisors, LLC reported $430.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-08).
Who owns Steadmont Advisors, LLC?
Disclosed owners and executives of Steadmont Advisors, LLC include HART, TAYLOR, DUNN, MARGARET, C, DRINKARD, AMY, C, GRAFTON, JOHN, GARRETT, STEADMONT HOLDINGS, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.