Steadtrust LLC
● SEC registered since 2025CRD 334416SEC# 801-131951
Reg. AUM
$618.1M
Employees
9
Accounts
1,267
Location
—
Steadtrust LLC assets under management
Steadtrust LLC is an SEC-registered investment adviser. The firm has been registered since 2025. It reports $618.1 million in regulatory assets under management and employs 9 people.
Steadtrust LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Steadtrust Holdings LLC Control | Holding Company | Over 75% | 2024 |
| Thomas David Kowalczyk Control | Chief Compliance Officer And Ceo | Under 5% | 2024 |
| Tdk Wealth Holdings Control | Holding Company | Over 75% | 2025 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Steadtrust LLC manage?
Steadtrust LLC reports $618.1 million in regulatory assets under management on its Form ADV.
How many employees does Steadtrust LLC have?
Steadtrust LLC reports 9 employees.
Does Steadtrust LLC disclose fund performance?
Steadtrust LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 972-876-8422 |
| Fax | N/A |
| Office hours | 9:00 a.m. - 6:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$618.1M▲ 41%
Jun '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 43%
Larger than 57% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$618.1Mregulatory AUM
Discretionary $618.1M