Homestead Advisers Corp.
- Regulatory AUM
- $7.5B
- Discretionary
- $7.5B
- Clients
- 8
- Avg AUM / client
- $931M
- Accounts
- 19
- Employees
- 40
AUM over time
Annual snapshots from Form ADV filings · as of Jun 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 8 | $2.7B | 35.8% |
| Pension and profit sharing plans | Fewer than 5 clients | $4.4B | 59.1% |
| Corporations and other businesses | Fewer than 5 clients | $79.6M | 1.07% |
| Other | Fewer than 5 clients | $297M | 3.98% |
People (14)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Sieverling, Danielle, Cherie | Chief Compliance Officer | Apr 2005 (21y) | Less than 5% | |
| Di Mauro, Amy, Merrill | Treasurer And Director | Apr 2010 (16y) | Less than 5% | |
| Civerolo, Beth, Anne | Vice President And Director | Jun 2017 (9y) | Less than 5% | |
| Connor, Jeffrey, Christopher | Director | May 2018 (8y) | Less than 5% | |
| Santero, Mark, David | President, Chief Executive Officer And Director | Jun 2018 (8y) | Less than 5% | |
| Monica Lynn Ollivierre | Registered representative | May 2003 (23y) | ||
| Brian Marshall Allen | Registered representative | Jul 2012 (14y) | ||
| Megan Jayne Mcfarland Fontem | Registered representative | CFP | May 2017 (9y) | |
| Mark Daniel Edwards | Registered representative | Aug 2021 (5y) | ||
| Tamika Francester Bishop | Registered representative | CFP | May 2022 (4y) | |
| David Thomas Mc Caskill | Registered representative | Aug 2023 (3y) | ||
| Cedrian Monique Cross Smith | Registered representative | Jan 2024 (3y) | ||
| Shannon Erika Truman | Registered representative | CFP | Dec 2024 (2y) | |
| Westley E Tibbs | Registered representative | May 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Homestead Financial Services Corp. | Shareholder | Jul 1990 | A | 75% or more |
| National Rural Electric Cooperative Association | Shareholder | Jan 1991 | B | ≈ 42.19% – 100% via Nreca United Holdings, Inc. |
| Nreca United Holdings, Inc. | Shareholder | Apr 2022 | B | ≈ 56.25% – 100% via Homestead Financial Services Corp. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- National Rural Electric Cooperative Association: 75% – 100% of Nreca United Holdings, Inc. × 75% – 100% of Homestead Financial Services Corp. × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Nreca United Holdings, Inc.: 75% – 100% of Homestead Financial Services Corp. × 75% – 100% direct ≈ 56.25% – 100% 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/29/2026 | 1.04 MB | 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
- • Other fees
- • COST REIMBURSABLE.
Services
- • Financial planning services
- • Portfolio management for investment companies
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- State Street $4.7B (64% of AUM) Jun 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: Jun 29, 2026.
View current Form ADV (SEC/IAPD) ↗