# Steadmont Advisors, LLC

> 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.

- CRD: 328882
- Filed as: STEADMONT ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Birmingham, AL
- Filing period: October 2026
- Form ADV filing dated: August 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/328882
- AdvisorCensus page: https://advisorcensus.com/firm/steadmont-advisors-llc-birmingham-al-328882

## Quick answers

**How is Steadmont Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Steadmont Advisors, LLC reports these compensation arrangements: a percentage of assets under its management.

**How much does Steadmont Advisors, LLC charge?**
Its Form ADV Part 2A brochure dated August 13, 2026 states: Flat fee: $3,000 to $25,000 (financial planning and consulting services); Flat fee: $750 to $25,000 (Retirement Plan Consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Steadmont Advisors, LLC located?**
Steadmont Advisors, LLC's principal office is in Birmingham, AL, according to its Form ADV.

**Is Steadmont Advisors, LLC registered with the SEC or a state?**
Steadmont Advisors, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 328882.

**How much does Steadmont Advisors, LLC manage?**
Steadmont Advisors, LLC reports $430,737,802 in regulatory assets under management in its Form ADV filing dated August 13, 2026 (99% discretionary).

**How have Steadmont Advisors, LLC's assets and staff changed since 2024?**
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.

**What types of clients does Steadmont Advisors, LLC serve?**
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).

**Which custodians does Steadmont Advisors, LLC use?**
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.

**Does Steadmont Advisors, LLC report any disciplinary disclosures?**
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

**What changed in Steadmont Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $368,443,788 to $430,737,802 (+17%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated August 13, 2026)

- Flat fee: $3,000 to $25,000 (financial planning and consulting services)

> Flat fees range from $3,000 to $25,000.

- Flat fee: $750 to $25,000 (Retirement Plan Consulting services)

> Our Retirement Plan Consulting services are billed on a flat fee basis, or a fee based on the percentage of Plan assets under management. The total estimated fee, as well as the ultimate fee charged, is based on the scope and complexity of our engagement with the client. Our flat fees range from $750 to $25,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $430,737,802
- Discretionary: $427,489,042
- Non-discretionary: $3,248,760

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 203 | $68,978,976 |
| High net worth individuals | 130 | $359,424,144 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $1,477,047 |
| Charitable organizations | 3 | $399,888 |
| Corporations or other businesses not listed above | 1 | $457,747 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (2 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, FL, GA, LA, NE, SC, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- steadmontadvisors.com
- Facebook @SteadmontAdvisors
- Instagram @steadmont_advisors
- LinkedIn @steadmont-advisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $308,090,406 | 4 | May 9, 2024 |
| October 2025 | $368,443,788 | 5 | March 7, 2025 |
| October 2026 | $430,737,802 | 5 | August 13, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $368,443,788 to $430,737,802 (+17%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Steadmont Advisors, LLC (CRD 328882): Form ADV filing data as of October 2026.