Homestead Advisers Corp.

RIASEC Registered

Total AUM

$7.5B

Discretionary

$7.5B

100% of AUM

Avg account

$392M

Accounts

19

Employees

40

Advisory reps

17

Firm details

Headquarters: Arlington, Virginia
CRD number: 109845
Registered since: September 21, 1990
Website: www.readvisers.com
Custodians: STATE STREET BANK AND TRUST COMPANY
Fee structure: Percentage of AUM, Other
Client types: Pension & Profit Sharing Plans59.13%
Investment Companies35.82%
Other3.98%
Corporations / Businesses1.07%
Services: Financial PlanningPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Homestead Advisers Corp. is an institutional registered investment adviser that serves primarily institutional clients. The firm is SEC-registered (registered in 1990) and operates as a corporation with duties that include financial planning and portfolio management for investment companies and for businesses or institutions. Its business activities also list other financial product sales, and it maintains an affiliation as a broker-dealer. Fee arrangements include percentage-of-AUM billing alongside other fee structures. The firm is not described as acting as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities52%
Investment Grade Corp Bonds13%
US Government Bonds12%
Other12%
Private Funds10%

Owners & executives

3 of 3

Danielle Sieverling
Chief Compliance OfficerCRD 4918493
Mark Santero
President, CEOCRD 1148011
Natalya Zelensky
Chief Compliance OfficerCRD 7422124

Contacts

3 of 14

Megan Fontem
Registered PrincipalCRD 5854868
Jung Seh
Financial AdvisorCRD 5360108
Brian Allen
ManagerCRD 4493122

Unlock 11 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Arlington, VA

Arlington

Location

Arlington, VA

Headquartered in Arlington, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area: Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region: South
County: Arlington
Address: 4301 Wilson Blvd
Time zone: ET (UTC-5)
Office locations

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