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
Firm Details
- Organization Type
- Other (specify) (SUB CHAPTER S)
- State of Formation
- Kentucky
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 21, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| EVERS, JOHN | I | DIRECTOR OF RESEARCH | NA | |
| EVERS, JOHN | I | DIRECTOR OF RESEARCH | NA | |
| EVERS, JOHN | I | DIRECTOR OF RESEARCH | NA | |
| EVERS, JOHN | I | DIRECTOR OF RESEARCH | NA | |
| PEABODY, DOUGLAS, DARE | I | PRESIDENT & CHIEF OPERATING OFFICER | NA | Control |
| PEABODY, DOUGLAS, DARE | I | PRESIDENT & CHIEF OPERATING OFFICER | NA | Control |
| PEABODY, DOUGLAS, DARE | I | PRESIDENT & CHIEF OPERATING OFFICER | NA | Control |
| PEABODY, DOUGLAS, DARE | I | PRESIDENT & CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| PEABODY, DOUGLAS, DARE | I | PRESIDENT & CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| PEABODY, DOUGLAS, DARE | I | PRESIDENT & CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| PEABODY, DOUGLAS, DARE | I | PRESIDENT & CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| PEABODY, DOUGLAS, DARE | I | PRESIDENT & CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| PEABODY, DOUGLAS, DARE | I | PRESIDENT & CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| PEABODY, DOUGLAS, DARE | I | PRESIDENT & CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| PEABODY, DOUGLAS, DARE | I | PRESIDENT & CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| PEABODY, DOUGLAS, DARE | I | PRESIDENT & CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| PEABODY, DOUGLAS, DARE | I | PRESIDENT & CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| PEABODY, DOUGLAS, DARE | I | PRESIDENT & CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| PEABODY, DOUGLAS, DARE | I | PRESIDENT & CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| VELLA, MELISSA, STEGNER | I | SENIOR ASSOCIATE | NA | |
| VELLA, MELISSA, STEGNER | I | SENIOR ASSOCIATE | NA | |
| VELLA, MELISSA, STEGNER | I | SENIOR ASSOCIATE | NA | |
| VELLA, MELISSA, STEGNER | I | SENIOR ASSOCIATE | NA | |
| VELLA, MELISSA, STEGNER | I | SENIOR ASSOCIATE | NA | |
| VELLA, MELISSA, STEGNER | I | SENIOR ASSOCIATE | NA | |
| VELLA, MELISSA, STEGNER | I | SENIOR ASSOCIATE | NA | |
| VELLA, MELISSA, STEGNER | I | SENIOR ASSOCIATE | NA | |
| VELLA, MELISSA, STEGNER | I | SENIOR ASSOCIATE | NA | |
| VELLA, MELISSA, STEGNER | I | SENIOR ASSOCIATE | NA | |
| VELLA, MELISSA, STEGNER | I | SENIOR ASSOCIATE | NA | |
| VELLA, MELISSA, STEGNER | I | SENIOR ASSOCIATE | NA | |
| VELLA, MELISSA, STEGNER | I | SENIOR ASSOCIATE | NA | |
| PEABODY, ELIZABETH | I | PRESIDENT | E | Control |
| PEABODY, ELIZABETH, STEGNER | I | CHIEF EXECUTIVE OFFICER | E | Control |
| PEABODY, ELIZABETH, STEGNER | I | CHIEF EXECUTIVE OFFICER | E | Control |
| PEABODY, ELIZABETH, STEGNER | I | PRESIDENT | E | Control |
| PEABODY, ELIZABETH, STEGNER | I | CHIEF EXECUTIVE OFFICER | E | Control |
| PEABODY, ELIZABETH, STEGNER | I | CHIEF EXECUTIVE OFFICER | E | Control |
| PEABODY, ELIZABETH, STEGNER | I | CHIEF EXECUTIVE OFFICER | E | Control |
| PEABODY, ELIZABETH, STEGNER | I | CHIEF EXECUTIVE OFFICER | E | Control |
| PEABODY, ELIZABETH, STEGNER | I | CHIEF EXECUTIVE OFFICER | E | Control |
| PEABODY, ELIZABETH, STEGNER | I | CHIEF EXECUTIVE OFFICER | E | Control |
| PEABODY, ELIZABETH, STEGNER | I | CHIEF EXECUTIVE OFFICER | E | Control |
| PEABODY, ELIZABETH, STEGNER | I | CHIEF EXECUTIVE OFFICER | E | Control |
| PEABODY, ELIZABETH, STEGNER | I | CHIEF EXECUTIVE OFFICER | E | Control |
| PEABODY, ELIZABETH, STEGNER | I | CHIEF EXECUTIVE OFFICER | E | Control |
| PEABODY, ELIZABETH, STEGNER | I | CHIEF EXECUTIVE OFFICER | E | Control |
| PEABODY, ELIZABETH, STEGNER | I | CHIEF EXECUTIVE OFFICER | E | Control |
| PEABODY, ELIZABETH, STEGNER | I | CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER | E | Control |
| PEABODY, ELIZABETH, STEGNER | I | CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER | E | Control |
| PEABODY, ELIZABETH, STEGNER | I | CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER | E | Control |
| PEABODY, ELIZABETH, STEGNER | I | CHIEF EXECUTIVE OFFICER | E | Control |
| PEABODY, ELIZABETH, STEGNER | I | CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER | E | Control |
| PEABODY, ELIZABETH, STEGNER | I | CHIEF EXECUTIVE OFFICER | E | Control |
| PEABODY, ELIZABETH, STEGNER | I | CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER | E | Control |
| PEABODY, ELIZABETH, STEGNER | I | CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER | E | Control |
| PEABODY, ELIZABETH, STEGNER | I | CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER | E | Control |
| PEABODY, ELIZABETH, STEGNER | I | CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER | E | Control |
| PEABODY, ELIZABETH, STEGNER | I | CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER | E | Control |
| PEABODY, ELIZABETH, STEGNER | I | CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER | E | Control |
| TRAUTWEIN, RUTH, WIMSATT | I | DIRECTOR OF PORTFOLIO MANAGEMENT | B | |
| TRAUTWEIN, RUTH, WIMSATT | I | DIRECTOR OF PORTFOLIO MANAGEMENT | B | |
| TRAUTWEIN, RUTH, WIMSATT | I | DIRECTOR OF PORTFOLIO MANAGEMENT | B | |
| TRAUTWEIN, RUTH, WIMSATT | I | DIRECTOR OF PORTFOLIO MANAGEMENT | B | |
| TRAUTWEIN, RUTH, WIMSATT | I | DIRECTOR OF PORTFOLIO MANAGEMENT | B | |
| TROSPER, TRACEY, GALLIMORE | I | CHIEF COMPLIANCE OFFICER & MANAGING DIRECTOR | B | |
| TROSPER, TRACEY, GALLIMORE | I | CHIEF COMPLIANCE OFFICER & MANAGING DIRECTOR | B | |
| TROSPER, TRACEY, GALLIMORE | I | CHIEF COMPLIANCE OFFICER & MANAGING DIRECTOR | B | |
| TROSPER, TRACEY, GALLIMORE | I | CHIEF COMPLIANCE OFFICER & MANAGING DIRECTOR | B | |
| TROSPER, TRACEY, GALLIMORE | I | CHIEF COMPLIANCE OFFICER & MANAGING DIRECTOR | B | |
| TROSPER, TRACEY, GALLIMORE | I | CHIEF COMPLIANCE OFFICER & MANAGING DIRECTOR | B | |
| TROSPER, TRACEY, GALLIMORE | I | CHIEF COMPLIANCE OFFICER & MANAGING DIRECTOR | B | |
| TROSPER, TRACEY, GALLIMORE | I | CHIEF COMPLIANCE OFFICER & MANAGING DIRECTOR | B | |
| TROSPER, TRACEY, GALLIMORE | I | CHIEF COMPLIANCE OFFICER & MANAGING DIRECTOR | B | |
| TROSPER, TRACEY, GALLIMORE | I | CHIEF COMPLIANCE OFFICER & MANAGING DIRECTOR | B | |
| TROSPER, TRACEY, GALLIMORE | I | CHIEF COMPLIANCE OFFICER & MANAGING DIRECTOR | B | |
| TROSPER, TRACEY, GALLIMORE | I | CHIEF COMPLIANCE OFFICER & MANAGING DIRECTOR | B | |
| EVERS, JOHN | I | DIRECTOR OF RESEARCH | A | |
| ROGGENKAMP, KRISTIN, ANN | I | MANAGING DIRECTOR | A | |
| ROGGENKAMP, KRISTIN, ANN | I | MANAGING DIRECTOR | A | |
| TRAUTWEIN, RUTH, WIMSATT | I | SENIOR INVESTMENT ASSOCIATE | A | |
| TRAUTWEIN, RUTH, WIMSATT | I | SENIOR INVESTMENT ASSOCIATE | A | |
| TRAUTWEIN, RUTH, WIMSATT | I | SENIOR INVESTMENT ASSOCIATE | A | |
| TRAUTWEIN, RUTH, WIMSATT | I | SENIOR INVESTMENT ASSOCIATE | A | |
| TRAUTWEIN, RUTH, WIMSATT | I | SENIOR INVESTMENT ASSOCIATE | A | |
| TRAUTWEIN, RUTH, WIMSATT | I | SENIOR INVESTMENT ASSOCIATE | A | |
| TRAUTWEIN, RUTH, WIMSATT | I | SENIOR INVESTMENT ASSOCIATE | A | |
| TRAUTWEIN, RUTH, WIMSATT | I | SENIOR INVESTMENT ASSOCIATE | A | |
| TRAUTWEIN, RUTH, WIMSATT | I | SENIOR INVESTMENT ASSOCIATE | A | |
| TRAUTWEIN, RUTH, WIMSATT | I | SENIOR INVESTMENT ASSOCIATE | A | |
| TRAUTWEIN, RUTH, WIMSATT | I | SENIOR INVESTMENT ASSOCIATE | A | |
| TRAUTWEIN, RUTH, WIMSATT | I | SENIOR INVESTMENT ASSOCIATE | A | |
| TRAUTWEIN, RUTH, WIMSATT | I | SENIOR INVESTMENT ASSOCIATE | A | |
| TRAUTWEIN, RUTH, WIMSATT | I | SENIOR INVESTMENT ASSOCIATE | A | |
| TROSPER, TRACEY | I | VICE PRESIDENT | A | |
| TROSPER, TRACEY, GALLIMORE | I | CHIEF COMPLIANCE OFFICER & MANAGING DIRECTOR | A | |
| TROSPER, TRACEY, GALLIMORE | I | VICE PRESIDENT | A | |
| TROSPER, TRACEY, GALLIMORE | I | CHIEF COMPLIANCE OFFICER & MANAGING DIRECTOR | A |
Registrations
Federal
IA
Mar 21, 2025 REGISTERED
Notice Filings (6)
CA FL IL KY TN TX
Address
233 BRECKENRIDGE LANELOUISVILLE, KY 40207
United States
Phone: 502-895-0122