S
$5.5M Total AUM
$5.5M Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
21 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-14-2004
- Office Locations
- 1
Office Locations
-- Scottsdale AZ
About Sedona Asset Management Services, LLC
Sedona Asset Management Services, LLC is a Longs-based RIA. The firm has been operating for 21 years. Managing $5.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
65 AVG AGE
$5.5M AVG AUM / ADVISOR
$788.6K AVG AUM / CLIENT
21.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
G
GEORGE CHARLES STEER
Chief Compliance Officer, Managing Director, Managing Member
- CRD
- #1340401
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,520,300 | $636,364 |
| Non-Discretionary | $0 | $1,250,000 |
| Total | $5,520,300 | $714,286 |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Public Funds:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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