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Chief Executive Officer/chief Investment Officer · Stegner Investment Associates Inc

Elizabeth S. Peabody

CRD 2488182 · 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 Elizabeth S. Peabody on its Form ADV as Chief Executive Officer/chief Investment Officer, a control person.

Firms and roles

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Elizabeth’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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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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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)

  • 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
  • Andre L. McLeanClient Service Manager, Stegner Investment Associates Inc

1 more person named with Elizabeth 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 Elizabeth’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.