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Portfolio Management Associate · Stegner Investment Associates Inc

Brandon Dant

CRD 6919793 · Named on Form ADV at one SEC-registered adviser

At a glance

Stegner Investment Associates Inc, an SEC-registered asset manager based in Louisville, KY with $2.8 billion in regulatory assets, lists Brandon Dant on its Form ADV as Portfolio Management Associate.

Firms and roles

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Brandon’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (6)

  • Elizabeth S. PeabodyChief Executive Officer/chief Investment Officer, Stegner Investment Associates Inc
  • Ruth W. TrautweinDirector of Portfolio Management, Stegner Investment Associates Inc
  • Douglas D. PeabodyPresident & Chief Operating Officer & Chief Compliance Officer, Stegner Investment Associates Inc
  • Melissa S. VellaSenior Associate, Stegner Investment Associates Inc
  • John EversDirector of Research, Stegner Investment Associates Inc

1 more person named with Brandon on the same filings, with titles and firms. Free in Atlas with a free account.

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Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brandon’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.