CRD: 115145
Steadfast Financial Services
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- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-23-2000
- Office Locations
- 3
Office Locations
About Steadfast Financial Services
Steadfast Financial Services is a fee-only planning and investment advisory serving individuals, families, corporate retirement plans, and foundations. The firm emphasizes a long-term, trans-generational planning process with a low client-to-advisor ratio and hands-on education around taxes and risk. Portfolios are built to client goals and risk tolerance using primarily no-load mutual funds and ETFs selected via disciplined manager research.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
MATTHEW SCOTT MCGAHEY MR.
Branch Manager, President
- CRD
- #6193812
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Paul Anthony Bush
--
- CRD
- #8258951
RAYMOND LAMAR JOHNSON JR.
President
- CRD
- #1889123
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $67,270,725 | -- |
| Non-Discretionary | $0 | -- |
| Total | $67,270,725 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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