STEGNER INVESTMENT ASSOCIATES INC
CRD #107480 SEC #801-46803 LOUISVILLE, KY 502-895-0122
SEC Registered
Total AUM
$2.4B
Discretionary
$1.9B
Employees
11
Clients
--
Accounts
794
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $2.4B | $1.9B | $495.8M | 11 | 0 |
| Mar 2024 | $2.1B | $1.7B | $458M | 11 | 0 |
| Mar 2024 | $2.1B | $1.7B | $458M | 11 | 0 |
| Mar 2024 | $2.1B | $1.7B | $458M | 11 | 0 |
| Mar 2023 | $1.7B | $1.4B | $332.4M | 10 | 0 |
| Dec 2022 | $1.7B | $1.6B | $129.5M | 12 | 0 |
| May 2022 | $1.7B | $1.6B | $129.5M | 12 | 0 |
| Apr 2022 | $1.7B | $1.6B | $129.5M | 12 | 0 |
| Mar 2022 | $1.7B | $1.6B | $129.5M | 12 | 0 |
| Mar 2022 | $1.7B | $1.6B | $129.5M | 12 | 0 |
| Jan 2022 | $1.5B | $577.7M | $884.2M | 10 | 0 |
| Dec 2021 | $1.5B | $577.7M | $884.2M | 10 | 0 |
| Mar 2021 | $1.5B | $577.7M | $884.2M | 10 | 0 |
| Oct 2020 | $1.2B | $508.3M | $669.6M | 10 | 0 |
| Mar 2020 | $1.2B | $508.3M | $669.6M | 10 | 0 |
| Mar 2019 | $980M | $448.8M | $531.2M | 10 | 0 |
| Mar 2018 | $1B | $445.8M | $558.5M | 8 | 0 |
| Mar 2017 | $768.4M | $360.8M | $407.6M | 6 | 100 |
| Mar 2016 | $711.4M | $337.8M | $373.7M | 3 | 100 |
| Mar 2015 | $688M | $323.4M | $364.6M | 3 | 100 |
| Mar 2014 | $816.9M | $277.7M | $539.2M | 3 | 100 |
| Apr 2013 | $587M | $220.6M | $366.4M | 3 | 100 |
| Mar 2012 | $547.5M | $215.7M | $331.8M | 6 | 200 |
| Mar 2010 | $522.8M | $198.3M | $324.5M | 10 | -- |
| Mar 2008 | $590.9M | $221.4M | $369.5M | 10 | -- |
| Mar 2007 | $545.5M | $202.7M | $342.8M | 10 | -- |
| Mar 2004 | $344.2M | $130.9M | $213.3M | 5 | -- |
| Mar 2002 | $259.1M | $74.8M | $184.3M | 5 | -- |
DateMar 2025
Total AUM$2.4B
Discretionary$1.9B
Non-Disc.$495.8M
Employees11
Clients0
DateMar 2024
Total AUM$2.1B
Discretionary$1.7B
Non-Disc.$458M
Employees11
Clients0
DateMar 2024
Total AUM$2.1B
Discretionary$1.7B
Non-Disc.$458M
Employees11
Clients0
DateMar 2024
Total AUM$2.1B
Discretionary$1.7B
Non-Disc.$458M
Employees11
Clients0
DateMar 2023
Total AUM$1.7B
Discretionary$1.4B
Non-Disc.$332.4M
Employees10
Clients0
DateDec 2022
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$129.5M
Employees12
Clients0
DateMay 2022
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$129.5M
Employees12
Clients0
DateApr 2022
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$129.5M
Employees12
Clients0
DateMar 2022
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$129.5M
Employees12
Clients0
DateMar 2022
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$129.5M
Employees12
Clients0
DateJan 2022
Total AUM$1.5B
Discretionary$577.7M
Non-Disc.$884.2M
Employees10
Clients0
DateDec 2021
Total AUM$1.5B
Discretionary$577.7M
Non-Disc.$884.2M
Employees10
Clients0
DateMar 2021
Total AUM$1.5B
Discretionary$577.7M
Non-Disc.$884.2M
Employees10
Clients0
DateOct 2020
Total AUM$1.2B
Discretionary$508.3M
Non-Disc.$669.6M
Employees10
Clients0
DateMar 2020
Total AUM$1.2B
Discretionary$508.3M
Non-Disc.$669.6M
Employees10
Clients0
DateMar 2019
Total AUM$980M
Discretionary$448.8M
Non-Disc.$531.2M
Employees10
Clients0
DateMar 2018
Total AUM$1B
Discretionary$445.8M
Non-Disc.$558.5M
Employees8
Clients0
DateMar 2017
Total AUM$768.4M
Discretionary$360.8M
Non-Disc.$407.6M
Employees6
Clients100
DateMar 2016
Total AUM$711.4M
Discretionary$337.8M
Non-Disc.$373.7M
Employees3
Clients100
DateMar 2015
Total AUM$688M
Discretionary$323.4M
Non-Disc.$364.6M
Employees3
Clients100
DateMar 2014
Total AUM$816.9M
Discretionary$277.7M
Non-Disc.$539.2M
Employees3
Clients100
DateApr 2013
Total AUM$587M
Discretionary$220.6M
Non-Disc.$366.4M
Employees3
Clients100
DateMar 2012
Total AUM$547.5M
Discretionary$215.7M
Non-Disc.$331.8M
Employees6
Clients200
DateMar 2010
Total AUM$522.8M
Discretionary$198.3M
Non-Disc.$324.5M
Employees10
Clients--
DateMar 2008
Total AUM$590.9M
Discretionary$221.4M
Non-Disc.$369.5M
Employees10
Clients--
DateMar 2007
Total AUM$545.5M
Discretionary$202.7M
Non-Disc.$342.8M
Employees10
Clients--
DateMar 2004
Total AUM$344.2M
Discretionary$130.9M
Non-Disc.$213.3M
Employees5
Clients--
DateMar 2002
Total AUM$259.1M
Discretionary$74.8M
Non-Disc.$184.3M
Employees5
Clients--