Steadtrust Llc
- Regulatory AUM
- $618M
- Discretionary
- $618M
- Clients
- 654
- Avg AUM / client
- $945K
- Accounts
- 1,267
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Mar 14, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 495 | $180M | 29.1% |
| High net worth individuals | 156 | $418M | 67.7% |
| Corporations and other businesses | 3 | $20.1M | 3.25% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Thomas David Kowalczyk | Registered representative | Feb 2025 (1y) | ||
| Kristine Dawn Sawyer | Registered representative | Apr 2025 (1y) | ||
| Cameron Pierce Ressetar | Registered representative | CFP | Apr 2025 (1y) | |
| Ephimia Coumanakos | Registered representative | Apr 2025 (1y) | ||
| Lisa More | Registered representative | CFP | Apr 2025 (1y) | |
| Robert George Mitchell | Registered representative | CFA | Apr 2025 (1y) | |
| James Rose | Registered representative | May 2025 (1y) | ||
| Karla Patricia Lema | Registered representative | May 2025 (1y) | ||
| Todd William Berger | Registered representative | May 2025 (1y) |
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) | 03/14/2026 | 1.08 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $441M (71% of AUM) Mar 2026
- Sei Investments Distribution Co. $177M (29% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Mar 14, 2026.
View current Form ADV (SEC/IAPD) ↗