Steadtrust

RIASEC Registered
Total AUM
$618M
Discretionary
$618M
100% of AUM
Avg account
$488K
Accounts
1,267
Employees
9
Advisory reps
9

Firm details

Headquarters
,
CRD number
334416
Registered since
February 10, 2025
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC, SEI INVESTMENTS DISTRIBUTION CO.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI67.65%
  • Individuals29.1%
  • Corporations / Businesses3.25%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Steadtrust is an independent registered investment adviser organized as a limited liability company and designated as a capital allocator. The firm registered with the SEC in 2025 and serves a mix of individual and family clients as well as institutional accounts. Its fee models include percentage-of-AUM billing alongside hourly and fixed-fee arrangements. Advisory services include comprehensive financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and the selection of outside advisers. Steadtrust does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 78%, Public Funds/Mutual Funds 18%, Cash & Cash Equivalents 4%78%
  • Exchange Traded Equities78%
  • Public Funds/Mutual Funds18%
  • Cash & Cash Equivalents4%

Owners & executives

1 of 1
  • Thomas Kowalczyk

    Thomas Kowalczyk

    CEO, Chief Compliance OfficerCRD 5630382

Contacts

3 of 8
  • Cameron Ressetar

    Cameron Ressetar

    Owner, PresidentCRD 6110624

  • Todd Berger

    Investment Adviser RepresentativeCRD 4806289

  • James Rose

    Investment Adviser RepresentativeCRD 4842996

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 9

Active vs passive

$6.1M in ETFs

Passive

78%

$4.8M

Active

0%

$1.3M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF (EMB)BlackRockPassiveEmerging Markets Bond$1.3M13,25120.88%
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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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