Stegner Investment Associates Inc
● SEC registered since 1994CRD 107480SEC# 801-46803Louisville, KY
Reg. AUM
$2.77B
Employees
10
Accounts
820
Location
Louisville, KY
Stegner Investment Associates Inc assets under management
Stegner Investment Associates Inc is an SEC-registered investment adviser based in Louisville, KY. The firm has been registered since 1994. It reports $2.8 billion in regulatory assets under management and employs 10 people.
Stegner Investment Associates Inc owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Douglas Dare Peabody Control | President & Chief Operating Officer & Chief Compliance Officer | Under 5% | 2019 |
| Elizabeth Stegner Peabody Control | Chief Executive Officer/Chief Investment Officer | Over 75% | 1994 |
| John Evers | Director Of Research | 5-10% | 2023 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Stegner Investment Associates Inc manage?
Stegner Investment Associates Inc reports $2.8 billion in regulatory assets under management on its Form ADV.
How many employees does Stegner Investment Associates Inc have?
Stegner Investment Associates Inc reports 10 employees.
Where is Stegner Investment Associates Inc located?
Stegner Investment Associates Inc is based in Louisville, KY and has been SEC-registered since 1994.
Does Stegner Investment Associates Inc disclose fund performance?
Stegner Investment Associates Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 233 Breckenridge Lane, Louisville, KY 40207 |
| Phone | 502-895-0122 |
| Fax | 502-895-0316 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1907433 |
| Discloses disciplinary history | No |
Regulatory AUM
$2.77B▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 18%
Larger than 82% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$2.77Bregulatory AUM
Discretionary $2.2BNon-discretionary $568.4M