Steadmont Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Birmingham, AL. Its latest Form ADV filing, dated April 8, 2026, reports $431M in regulatory assets under management, 5 employees, and 1,249 accounts.
Assets Under Management
$431M
Employees
5
Offices
--
Total Clients
339
Primary office
BIRMINGHAM, AL
2204 LAKESHORE DRIVE, SUITE 100, BIRMINGHAM, AL, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 59.9% of total clients.
Top client categories% of clientsClients
1
Individuals
59.9%
203
2
HNWI
38.3%
130
3
Charitable
0.9%
3
4
Pension Plans
0.6%
2
5
Corporations
0.3%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$431Mas of April 8, 2026
Discretionary99.2%
$427M
99% of total RAUM99.2%
Non-discretionary0.8%
$3M
1% of total RAUM0.8%
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.
Total AUM$431M
Total Accounts1,249
10Y AUM Change+$431M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee68:1
10Y Employee Change+1 (+25.0%)
* 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.