Steadmont Advisors, LLC
● SEC registered since 2024CRD 328882SEC# 801-129271Birmingham, AL
Reg. AUM
$430.7M
Employees
5
Accounts
1,249
Location
Birmingham, AL
Steadmont Advisors, LLC assets under management
Steadmont Advisors, LLC operates as an SEC-registered investment adviser based in Birmingham, AL. The firm has been registered since 2024. It reports $430.7 million in regulatory assets under management and employs 5 people.
Steadmont Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Amy C Drinkard Control | Partner | 10-25% | 2024 |
| Margaret C Dunn Control | Chief Compliance Officer, Partner | 25-50% | 2024 |
| Taylor Hart Control | Partner, President | 25-50% | 2024 |
Frequently asked questions
How much does Steadmont Advisors, LLC manage?
Steadmont Advisors, LLC reports $430.7 million in regulatory assets under management on its Form ADV.
How many employees does Steadmont Advisors, LLC have?
Steadmont Advisors, LLC reports 5 employees.
Where is Steadmont Advisors, LLC located?
Steadmont Advisors, LLC is based in Birmingham, AL and has been SEC-registered since 2024.
Does Steadmont Advisors, LLC disclose fund performance?
Steadmont Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2204 Lakeshore Drive, Suite 100, Birmingham, AL 35209 |
| Phone | (205) 721-7005 |
| Office hours | 8-4 |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$430.7M▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 52%
Larger than 48% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$430.7Mregulatory AUM
Discretionary $427.5MNon-discretionary $3.2M