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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-10-2024
- Office Locations
- 1
Office Locations
About Steadmont Advisors, LLC
Steadmont Advisors is an independent, SEC-registered RIA in the Birmingham, Alabama area serving individuals and families with a holistic, family office-style wealth management approach. The team develops customized, easy-to-understand financial plans and provides ongoing counsel, supported by advanced planning and performance reporting technology, with custody via Fidelity/NFS. Differentiator: its Dynasty Triangulation of Advice™ designed to help manage conflicts and support objective advice.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
MARGARET C DUNN
Chief Compliance Officer, Client Advisor, PARTNER
- CRD
- #3029700
- Ownership
- 25% but less than 50%
TAYLOR HART
Advisor, PARTNER, President
- CRD
- #5549423
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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Tyler Joseph Decker
Wealth Management Advisor
- CRD
- #6964943
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $427,489,042 | $343,917 |
| Non-Discretionary | $3,248,760 | $541,460 |
| Total | $430,737,802 | $344,866 |
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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 |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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