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Homestead Advisers Corp.

● SEC registered since 1990CRD 109845SEC# 801-37391Arlington, VA
Export (members)
Reg. AUM
$7.45B
Employees
40
Accounts
19
Location
Arlington, VA

Homestead Advisers Corp. assets under management

Homestead Advisers Corp. is an investment advisory firm registered with the SEC based in Arlington, VA. The firm has been registered since 1990. It reports $7.5 billion in regulatory assets under management and employs 40 people.

Homestead Advisers Corp. owners & executives

9 reported
NameTitleOwnershipSince
Amy Merrill Di Mauro ControlTreasurer And DirectorUnder 5%2010
Beth Anne Civerolo ControlVice President And DirectorUnder 5%2017
Danielle Cherie Sieverling ControlChief Compliance OfficerUnder 5%2005
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Frequently asked questions

How much does Homestead Advisers Corp. manage?

Homestead Advisers Corp. reports $7.5 billion in regulatory assets under management on its Form ADV.

How many employees does Homestead Advisers Corp. have?

Homestead Advisers Corp. reports 40 employees.

Where is Homestead Advisers Corp. located?

Homestead Advisers Corp. is based in Arlington, VA and has been SEC-registered since 1990.

Does Homestead Advisers Corp. disclose fund performance?

Homestead Advisers Corp. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4301 Wilson Blvd., Arlington, VA 22203-1860
Phone866-673-2299/800-258-3030
Fax703-907-6604
Office hours8:30 a.m. - 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK944804
Discloses disciplinary historyNo

Regulatory AUM

$7.45B▼ 4%
Mar '25 — $7.74BApr '25 — $7.74BMay '25 — $7.74BJun '25 — $7.74BJul '25 — $7.74BAug '25 — $7.74BSep '25 — $7.74BOct '25 — $7.74BNov '25 — $7.74BDec '25 — $7.74BJan '26 — $7.74BFeb '26 — $7.74BMar '26 — $7.45BApr '26 — $7.45BMay '26 — $7.45BJun '26 — $7.45B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 10%
Larger than 90% of 16,271 advisers
EmployeesTop 14%
More than 86% of 16,825 advisers

Assets under management

$7.45Bregulatory AUM
Discretionary $7.45B