STEADMONT ADVISORS, LLC

Overview

Steadmont Advisors, LLC is an independent registered investment adviser that provides fee-based wealth management and financial planning primarily to individuals, families and select institutional clients. The firm operates under a percentage-of-AUM fee model and focuses on discretionary portfolio management and financial planning for individuals and small businesses. While Steadmont is not positioned as an ESG-focused manager, it maintains a broad manager-allocation posture that blends public pooled funds as the core of client portfolios with access to private-market and hedge strategies for clients that need diversified, less liquid exposures. Steadmont’s platform leans toward delegated, discretionary solutions: a large majority of assets are managed on a discretionary basis, and the firm relies heavily on third-party managers and pooled vehicles rather than concentrated single-stock portfolios. The ownership structure is individual-led and the adviser registered with the SEC in 2024.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices