Stegner Investment Associates Inc is an SEC registered investment adviser with a primary office location in Louisville, KY. Its latest Form ADV filing, dated March 24, 2026, reports $2.8B in regulatory assets under management, 10 employees, and 820 accounts.
Assets Under Management
$2.8B
Employees
10
Offices
--
Total Clients
235
Primary office
LOUISVILLE, KY
233 BRECKENRIDGE LANE, LOUISVILLE, KY, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 43.0% of total clients.
Top client categories% of clientsClients
1
Individuals
43.0%
101
2
HNWI
43.0%
101
3
Charitable
8.1%
19
4
Pension Plans
6.0%
14
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.8Bas of March 24, 2026
Discretionary79.5%
$2.2B
79% of total RAUM79.5%
Non-discretionary20.5%
$568M
21% of total RAUM20.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.8B
Total Accounts820
10Y AUM Change+$2.0B (+260.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee24:1
10Y Employee Change+4 (+66.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.