{
  "crd_number": 328882,
  "slug": "steadmont-advisors-llc-birmingham-al-328882",
  "primary_business_name": "STEADMONT ADVISORS, LLC",
  "legal_name": "STEADMONT ADVISORS, LLC",
  "dbas": [],
  "city": "Birmingham",
  "state": "AL",
  "country": "United States",
  "cbsa_code": "13820",
  "metro": {
    "cbsa_code": "13820",
    "common_name": "Birmingham",
    "msa_name": "Birmingham, AL",
    "path": "/advisors/al/birmingham"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-01-10",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-08-13",
  "carried_forward": false,
  "raum_total": 430737802.0,
  "raum_discretionary": 427489042.0,
  "raum_non_discretionary": 3248760.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 5,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 399888.0,
      "count": 3,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 68978976.0,
      "count": 203
    },
    "pension_profit_sharing": {
      "raum": 1477047.0,
      "count": 2,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 359424144.0,
      "count": 130
    },
    "corporations_other_businesses": {
      "raum": 457747.0,
      "count": 1,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "FL",
    "GA",
    "LA",
    "NE",
    "SC",
    "TN",
    "TX"
  ],
  "websites": [
    "https://facebook.com/SteadmontAdvisors",
    "https://instagram.com/steadmont_advisors",
    "https://linkedin.com/company/steadmont-advisors",
    "https://steadmontadvisors.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/328882",
  "city_as_filed": "BIRMINGHAM",
  "url": "https://advisorcensus.com/firm/steadmont-advisors-llc-birmingham-al-328882",
  "display_name": "Steadmont Advisors, LLC",
  "summary": "Steadmont Advisors, LLC is an SEC-registered investment advisory firm in Birmingham, AL, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 13, 2026.",
  "citation": "AdvisorCensus. Steadmont Advisors, LLC (CRD 328882): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Steadmont Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Steadmont Advisors, LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Steadmont Advisors, LLC located?",
      "a": "Steadmont Advisors, LLC's principal office is in Birmingham, AL, according to its Form ADV."
    },
    {
      "q": "Is Steadmont Advisors, LLC registered with the SEC or a state?",
      "a": "Steadmont Advisors, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 328882."
    },
    {
      "q": "How much does Steadmont Advisors, LLC manage?",
      "a": "Steadmont Advisors, LLC reports $430,737,802 in regulatory assets under management in its Form ADV filing dated August 13, 2026 (99% discretionary)."
    },
    {
      "q": "How have Steadmont Advisors, LLC's assets and staff changed since 2024?",
      "a": "In the Form ADV data for Steadmont Advisors, LLC: Regulatory assets under management: $308,090,406 in the October 2024 data and $430,737,802 in the October 2026 data, up 40%. Total employees: 4 in October 2024 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Steadmont Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (203); high net worth individuals (130); charitable organizations (3)."
    },
    {
      "q": "Which custodians does Steadmont Advisors, LLC use?",
      "a": "Steadmont Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Steadmont Advisors, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/328882"
    },
    {
      "q": "What changed in Steadmont Advisors, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $368,443,788 to $430,737,802 (+17%)."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 308090406.0,
      "total_employees": 4,
      "filing_date": "2024-05-09"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 368443788.0,
      "total_employees": 5,
      "filing_date": "2025-03-07"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 430737802.0,
      "total_employees": 5,
      "filing_date": "2026-08-13"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $368,443,788 to $430,737,802 (+17%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/steadmont-advisors-llc-birmingham-al-328882.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 203,
      "fewer_than_5": false,
      "raum": 68978976.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 130,
      "fewer_than_5": false,
      "raum": 359424144.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 2,
      "fewer_than_5": true,
      "raum": 1477047.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 3,
      "fewer_than_5": true,
      "raum": 399888.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": true,
      "raum": 457747.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/328882",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}