HOMESTEAD ADVISERS CORP.
CRD #109845 SEC #801-37391 ARLINGTON, VA 866-673-2299/800-258-3030
SEC Registered
Total AUM
$7.7B
Discretionary
$7.7B
Employees
40
Clients
10
Accounts
19
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $7.7B | $7.7B | $0 | 40 | 2 |
| Nov 2024 | $7.2B | $7.2B | $0 | 41 | 1 |
| Jul 2024 | $7.2B | $7.2B | $0 | 41 | 1 |
| Mar 2024 | $7.2B | $7.2B | $0 | 41 | 1 |
| Aug 2023 | $7B | $7B | $398.7K | 41 | 1 |
| Jun 2023 | $7B | $7B | $398.7K | 41 | 1 |
| Mar 2023 | $7B | $7B | $398.7K | 41 | 1 |
| May 2022 | $8.5B | $8.5B | $474.3K | 36 | 1 |
| May 2022 | $8.5B | $8.5B | $474.3K | 36 | 1 |
| Mar 2022 | $8.5B | $8.5B | $474.3K | 36 | 1 |
| Aug 2021 | $8B | $8B | $955.9K | 38 | 2 |
| Jul 2021 | $8B | $8B | $955.9K | 38 | 2 |
| May 2021 | $8B | $8B | $955.9K | 38 | 2 |
| Mar 2021 | $8B | $8B | $955.9K | 38 | 2 |
| Feb 2021 | $8.5B | $8.5B | $983.8K | 39 | 2 |
| Dec 2020 | $8.5B | $8.5B | $983.8K | 39 | 2 |
| Jun 2020 | $8.5B | $8.5B | $983.8K | 39 | 2 |
| Mar 2020 | $8.5B | $8.5B | $983.8K | 39 | 2 |
| Mar 2019 | $8.7B | $8.7B | $696.7K | 38 | 8 |
| Jun 2018 | $10.5B | $10.5B | $621.5K | 35 | 7 |
| Mar 2018 | $10.5B | $10.5B | $621.5K | 35 | 7 |
| Sep 2017 | $9.8B | $9.8B | $0 | 34 | 1 |
| Jul 2017 | $9.8B | $9.8B | $0 | 34 | 1 |
| Apr 2017 | $9.8B | $9.8B | $0 | 34 | 1 |
| Mar 2017 | $9.8B | $9.8B | $0 | 34 | 1 |
| Feb 2017 | $9.1B | $9.1B | $0 | 33 | 1 |
| Oct 2016 | $9.1B | $9.1B | $0 | 33 | 1 |
| Aug 2016 | $9.1B | $9.1B | $0 | 33 | 1 |
| Mar 2016 | $9.1B | $9.1B | $0 | 33 | 1 |
| Jan 2016 | $3.2B | $3.2B | $0 | 33 | 500 |
| Oct 2015 | $3.2B | $3.2B | $0 | 33 | 500 |
| Jul 2015 | $3.2B | $3.2B | $0 | 33 | 500 |
| Mar 2015 | $3.2B | $3.2B | $0 | 33 | 500 |
| Feb 2015 | $2.8B | $2.8B | $0 | 53 | 500 |
| Jan 2015 | $2.8B | $2.8B | $0 | 53 | 500 |
| Dec 2014 | $2.8B | $2.8B | $0 | 53 | 500 |
| Mar 2014 | $2.8B | $2.8B | $0 | 53 | 500 |
| Jan 2014 | $2.8B | $2.8B | $0 | 52 | 500 |
| Jul 2013 | $2.4B | $2.4B | $0 | 52 | 500 |
| Mar 2013 | $2B | $2B | $0 | 52 | 500 |
| Nov 2012 | $1.6B | $1.6B | $0 | 48 | 500 |
| Jul 2012 | $1.6B | $1.6B | $0 | 11 | 500 |
| Mar 2012 | $1.6B | $1.6B | $0 | 11 | 500 |
| Jan 2012 | $1.3B | $1.3B | $0 | 11 | 500 |
| Jul 2011 | $1.3B | $1.3B | $0 | -- | -- |
| Jul 2011 | $1.3B | $1.3B | $0 | -- | -- |
| Mar 2011 | $1.3B | $1.3B | $0 | -- | -- |
| Jan 2011 | $1.1B | $1.1B | $0 | -- | -- |
| Oct 2010 | $1.1B | $1.1B | $0 | -- | -- |
| Jul 2010 | $1.1B | $1.1B | $0 | -- | -- |
| May 2010 | $1.1B | $1.1B | $0 | -- | -- |
| Oct 2009 | $941.1M | $941.1M | $0 | -- | -- |
| Mar 2009 | $941.1M | $941.1M | $0 | -- | -- |
| Mar 2008 | $1.3B | $1.3B | $0 | -- | -- |
| Sep 2007 | $1.4B | $1.4B | $0 | -- | -- |
| Mar 2007 | $1.2B | $1.2B | $0 | -- | -- |
| Jan 2007 | $903.2M | $903.2M | $0 | -- | -- |
| Feb 2006 | $818.8M | $818.8M | $0 | -- | -- |
| Jan 2006 | $818.8M | $818.8M | $0 | -- | -- |
| Jun 2005 | $818.8M | $818.8M | $0 | -- | -- |
| Aug 2004 | $754.3M | $754.3M | $0 | -- | -- |
| Aug 2004 | $754.3M | $754.3M | $0 | -- | -- |
| Mar 2004 | $754.3M | $754.3M | $0 | -- | -- |
| Nov 2003 | $858.3M | $858.3M | $0 | -- | -- |
| Nov 2003 | $858.3M | $858.3M | $0 | -- | -- |
| Apr 2002 | $884.8M | $884.8M | $0 | 10 | -- |
| Jun 2001 | $947.4K | $947.4K | $0 | 10 | -- |
DateMar 2025
Total AUM$7.7B
Discretionary$7.7B
Non-Disc.$0
Employees40
Clients2
DateNov 2024
Total AUM$7.2B
Discretionary$7.2B
Non-Disc.$0
Employees41
Clients1
DateJul 2024
Total AUM$7.2B
Discretionary$7.2B
Non-Disc.$0
Employees41
Clients1
DateMar 2024
Total AUM$7.2B
Discretionary$7.2B
Non-Disc.$0
Employees41
Clients1
DateAug 2023
Total AUM$7B
Discretionary$7B
Non-Disc.$398.7K
Employees41
Clients1
DateJun 2023
Total AUM$7B
Discretionary$7B
Non-Disc.$398.7K
Employees41
Clients1
DateMar 2023
Total AUM$7B
Discretionary$7B
Non-Disc.$398.7K
Employees41
Clients1
DateMay 2022
Total AUM$8.5B
Discretionary$8.5B
Non-Disc.$474.3K
Employees36
Clients1
DateMay 2022
Total AUM$8.5B
Discretionary$8.5B
Non-Disc.$474.3K
Employees36
Clients1
DateMar 2022
Total AUM$8.5B
Discretionary$8.5B
Non-Disc.$474.3K
Employees36
Clients1
DateAug 2021
Total AUM$8B
Discretionary$8B
Non-Disc.$955.9K
Employees38
Clients2
DateJul 2021
Total AUM$8B
Discretionary$8B
Non-Disc.$955.9K
Employees38
Clients2
DateMay 2021
Total AUM$8B
Discretionary$8B
Non-Disc.$955.9K
Employees38
Clients2
DateMar 2021
Total AUM$8B
Discretionary$8B
Non-Disc.$955.9K
Employees38
Clients2
DateFeb 2021
Total AUM$8.5B
Discretionary$8.5B
Non-Disc.$983.8K
Employees39
Clients2
DateDec 2020
Total AUM$8.5B
Discretionary$8.5B
Non-Disc.$983.8K
Employees39
Clients2
DateJun 2020
Total AUM$8.5B
Discretionary$8.5B
Non-Disc.$983.8K
Employees39
Clients2
DateMar 2020
Total AUM$8.5B
Discretionary$8.5B
Non-Disc.$983.8K
Employees39
Clients2
DateMar 2019
Total AUM$8.7B
Discretionary$8.7B
Non-Disc.$696.7K
Employees38
Clients8
DateJun 2018
Total AUM$10.5B
Discretionary$10.5B
Non-Disc.$621.5K
Employees35
Clients7
DateMar 2018
Total AUM$10.5B
Discretionary$10.5B
Non-Disc.$621.5K
Employees35
Clients7
DateSep 2017
Total AUM$9.8B
Discretionary$9.8B
Non-Disc.$0
Employees34
Clients1
DateJul 2017
Total AUM$9.8B
Discretionary$9.8B
Non-Disc.$0
Employees34
Clients1
DateApr 2017
Total AUM$9.8B
Discretionary$9.8B
Non-Disc.$0
Employees34
Clients1
DateMar 2017
Total AUM$9.8B
Discretionary$9.8B
Non-Disc.$0
Employees34
Clients1
DateFeb 2017
Total AUM$9.1B
Discretionary$9.1B
Non-Disc.$0
Employees33
Clients1
DateOct 2016
Total AUM$9.1B
Discretionary$9.1B
Non-Disc.$0
Employees33
Clients1
DateAug 2016
Total AUM$9.1B
Discretionary$9.1B
Non-Disc.$0
Employees33
Clients1
DateMar 2016
Total AUM$9.1B
Discretionary$9.1B
Non-Disc.$0
Employees33
Clients1
DateJan 2016
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees33
Clients500
DateOct 2015
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees33
Clients500
DateJul 2015
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees33
Clients500
DateMar 2015
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees33
Clients500
DateFeb 2015
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees53
Clients500
DateJan 2015
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees53
Clients500
DateDec 2014
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees53
Clients500
DateMar 2014
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees53
Clients500
DateJan 2014
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees52
Clients500
DateJul 2013
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees52
Clients500
DateMar 2013
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees52
Clients500
DateNov 2012
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees48
Clients500
DateJul 2012
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees11
Clients500
DateMar 2012
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees11
Clients500
DateJan 2012
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees11
Clients500
DateJul 2011
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees--
Clients--
DateJul 2011
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees--
Clients--
DateJan 2011
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees--
Clients--
DateOct 2010
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees--
Clients--
DateJul 2010
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees--
Clients--
DateMay 2010
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees--
Clients--
DateOct 2009
Total AUM$941.1M
Discretionary$941.1M
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$941.1M
Discretionary$941.1M
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees--
Clients--
DateSep 2007
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees--
Clients--
DateJan 2007
Total AUM$903.2M
Discretionary$903.2M
Non-Disc.$0
Employees--
Clients--
DateFeb 2006
Total AUM$818.8M
Discretionary$818.8M
Non-Disc.$0
Employees--
Clients--
DateJan 2006
Total AUM$818.8M
Discretionary$818.8M
Non-Disc.$0
Employees--
Clients--
DateJun 2005
Total AUM$818.8M
Discretionary$818.8M
Non-Disc.$0
Employees--
Clients--
DateAug 2004
Total AUM$754.3M
Discretionary$754.3M
Non-Disc.$0
Employees--
Clients--
DateAug 2004
Total AUM$754.3M
Discretionary$754.3M
Non-Disc.$0
Employees--
Clients--
DateMar 2004
Total AUM$754.3M
Discretionary$754.3M
Non-Disc.$0
Employees--
Clients--
DateNov 2003
Total AUM$858.3M
Discretionary$858.3M
Non-Disc.$0
Employees--
Clients--
DateNov 2003
Total AUM$858.3M
Discretionary$858.3M
Non-Disc.$0
Employees--
Clients--
DateApr 2002
Total AUM$884.8M
Discretionary$884.8M
Non-Disc.$0
Employees10
Clients--
DateJun 2001
Total AUM$947.4K
Discretionary$947.4K
Non-Disc.$0
Employees10
Clients--