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Est. 2026The front page of wealth managementNew York

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Wealth manager, independent

Steadtrust

Steadtrust LLC · SEC-registered investment adviser · CRD 334416 · SEC 801-131951

At a glance

Steadtrust is an SEC-registered investment adviser based in United States, with $618 million in regulatory assets under management as of its Form ADV filed March 14, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 651 individual clients. By Form ADV it is a wealth manager, ranked 2,420th of 8,915 wealth managers and 6,994th of 17,210 SEC-registered advisers by assets.

Regulatory AUM
$618M
Rank among wealth managers
#2,420 of 8,915
Rank among all SEC RIAs
#6,994 of 17,210
Individual clients
651
High-net-worth clients
156
Accounts
1,267
Discretionary
100% of AUM
Employees
9
Advisory staff
9
Offices
5

Owners and executives on its Form ADV

Custody and brokerage

2 custodians

  1. Fidelity$441M71%
  2. SEI$177M29%

Other RIAs using FidelityOther multi-custodian RIAs

Broker-dealer

Hybrid RIA

Steadtrust is a hybrid RIA: 9 of its employees are also registered representatives of a broker-dealer.

Form ADV Part 1 doesn’t name an unaffiliated broker-dealer. The firm’s Part 2A brochure (Item 10) and each adviser’s record on the SEC’s adviser search do.

Other hybrid RIAs

Who it serves

Client typeClientsRegulatory AUMShare
High-net-worth individuals156$418M68%
Individuals495$180M29%
Corporations or other businesses3$20M3%

Disciplinary disclosures

Steadtrust answers yes to 2 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for businesses and institutions
  • Pension consulting
  • Selecting other advisers

How it’s paid

  • A percentage of assets under management
  • Hourly charges
  • Fixed fees

Form ADV and brochures on the SEC’s adviser search ↗

AtlasMembers

The full record on Steadtrust

Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.

Assets, accounts, clients and staff, 1 years of filings
Locked
Growth over one, three and five years
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Rank against 4,861 peers of its type and size
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Owners and executives, with titles and stakes
1 namedLocked
Main office, fax and compliance officer
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Filing changes this year, with alerts
1Locked
Open Atlas free

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

Background

Questions

How much does Steadtrust manage?

Steadtrust reports $618 million in regulatory assets under management across 1,267 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 14, 2026.

What kind of firm is Steadtrust?

Steadtrust is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.

Who are Steadtrust’s clients?

By assets, its largest client types are high-net-worth individuals ($418 million, 156 clients); individuals ($180 million, 495 clients); corporations or other businesses ($20 million, 3 clients).

Does Steadtrust have any disciplinary history?

Steadtrust answers yes to 2 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.

Where these numbers come from

Every figure is Steadtrust’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-14), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.

Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →