Steadtrust is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 14, 2026, reports $618M in regulatory assets under management, 9 employees, 4 offices, and 1,267 accounts.
Top client segmentIndividuals represent 75.7% of total clients.
Top client categories% of clientsClients
1
Individuals
75.7%
495
2
HNWI
23.9%
156
3
Corporations
0.5%
3
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$618Mas of March 14, 2026
Discretionary100.0%
$618M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$618M
Total Accounts1,267
10Y AUM Change+$618M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee73:1
10Y Employee Change+8 (+800.0%)
* 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.