STEADMONT ADVISORS, LLC
CRD #328882 SEC #801-129271 BIRMINGHAM, AL (205) 721-7005
SEC Registered
Total AUM
$368.4M
Discretionary
$368.4M
Employees
5
Clients
0
Accounts
1,173
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 7, 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 |
|---|---|---|---|---|
| GRAFTON, JOHN, GARRETT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEADMONT HOLDINGS, LLC | DE | OWNER | E | Control |
| DUNN, MARGARET, C | I | CHIEF COMPLIANCE OFFICER, PARTNER | C | Control |
| DUNN, MARGARET, C | I | CHIEF COMPLIANCE OFFICER, PARTNER | C | Control |
| DUNN, MARGARET, C | I | CHIEF COMPLIANCE OFFICER, PARTNER | C | Control |
| DUNN, MARGARET, C | I | CHIEF COMPLIANCE OFFICER, PARTNER | C | Control |
| DUNN, MARGARET, C | I | CHIEF COMPLIANCE OFFICER, PARTNER | C | Control |
| DUNN, MARGARET, C | I | CHIEF COMPLIANCE OFFICER, PARTNER | C | Control |
| HART, TAYLOR | I | PARTNER, PRESIDENT | C | Control |
| HART, TAYLOR | I | PARTNER, PRESIDENT | C | Control |
| HART, TAYLOR | I | PARTNER, PRESIDENT | C | Control |
| HART, TAYLOR | I | PARTNER, PRESIDENT | C | Control |
| HART, TAYLOR | I | PARTNER, PRESIDENT | C | Control |
| HART, TAYLOR | I | PARTNER, PRESIDENT | C | Control |
| DRINKARD, AMY, C | I | PARTNER | B | Control |
| DRINKARD, AMY, C | I | PARTNER | B | Control |
| DRINKARD, AMY, C | I | PARTNER | B | Control |
| DRINKARD, AMY, C | I | PARTNER | B | Control |
| DRINKARD, AMY, C | I | PARTNER | B | Control |
| DRINKARD, AMY, C | I | PARTNER | B | Control |
Registrations
Federal
IA
Mar 7, 2025 REGISTERED
Notice Filings (8)
AL FL GA LA NE SC TN TX
Address
2204 LAKESHORE DRIVESUITE 100
BIRMINGHAM, AL 35209
United States
Phone: (205) 721-7005