Stoneridge Pmg Advisors, Llc
- Regulatory AUM
- $774M
- Discretionary
- $259M
- Clients
- 18
- Avg AUM / client
- $43.0M
- Accounts
- 18
- Employees
- 11
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| State or municipal government entities | 13 | $677M | 87.4% |
| Insurance companies | 2 | $80.2M | 10.4% |
| Corporations and other businesses | 2 | $4.7M | 0.61% |
| Other | 1 | $12.3M | 1.59% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Operating Engineers Local 101 Pension Fund Board Of Trustees Of Operating Engineers Local 101 Pension Fund | 2024 |
People (11)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Basile, Anthony, James | Managing Director | Jan 1996 (31y) | Less than 5% | |
| Zackroff, Richard, Allen | Managing Director | Jan 1996 (31y) | Less than 5% | |
| Caldwell, Donald, Richard | Elected Manager | May 2009 (17y) | Less than 5% | |
| Imasogie, Osagie, Olufela | Elected Manager | May 2009 (17y) | Less than 5% | |
| Leevy, Wayne, O | Chief Financial Officer | May 2009 (17y) | Less than 5% | |
| Lomax, Bennett, Perry | Elected Manager | May 2009 (17y) | Less than 5% | |
| Lowe, Winston, Irvin | Elected Manager | May 2009 (17y) | Less than 5% | |
| Sanders, Steven, Leroy | Chief Executive Officer | May 2009 (17y) | ≈ 12.5% – 37.5% via Beltraith Capital, Llc | |
| Habecker, Gail, Morgan | Director Of Research | Jul 2015 (11y) | Less than 5% | |
| Adler, Natalie, Perna | Senior Portfolio Manager | Jan 2019 (8y) | Less than 5% | |
| Clarke, Kimberly, Ann | Chief Compliance Officer | Jan 2019 (8y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Beltraith Capital, Llc | Member | Jul 2015 | A | 50% – 75% |
| Advisors Holding, Llc | Member | Jan 2003 | A | 25% – 50% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Sanders, Steven, Leroy: 25% – 50% of Beltraith Capital, Llc × 50% – 75% direct ≈ 12.5% – 37.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Operating Engineers Local 101 Pension Fund | Board Of Trustees Of Operating Engineers Local 101 Pension Fund | 3,625 | $1.0B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/16/2026 | 990 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Td Bank, N.A. $515M (67% of AUM) Aug 2026
- T Bank, Na $424M (23% of AUM) Jun 2020
- Northern Trust $303M (31% of AUM) Jul 2024
- U.S. Bank $262M (14% of AUM) Jun 2020
- Us Bancorp $116M (15% of AUM) Aug 2026
- BNY Mellon $103M (10% of AUM) Mar 2023
- Security Bank Of Kansas $86.3M (8% of AUM) Mar 2023
- Principal Bank $79.5M (10% of AUM) Aug 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 05, 2026.
View current Form ADV (SEC/IAPD) ↗