CRD: 334416

Steadtrust

Allen, TX

(972) 876-8422

caddiefp.com

$618.1M Total AUM

$618.1M Disc. AUM

-- 3Y CAGR

9 Employees

654 ADV. Clients

1 yrs Firm Age

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Firm Details

Custodian: Charles Schwab & Company · Fidelity/NFS · SEI
Clients: Retail and Institutional
Platforms: --
Established Date: 02-10-2025
Office Locations: 4

Office Locations

114 Decker Rd. Sheridan WY

1711 Woodlawn AVE Wilmington DE

-- Allen TX

About Steadtrust

Steadtrust is a Allen-based RIA with 4 offices. The firm has been operating for 1 years. Managing $618.1M in total assets under management, with 9 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.

Team overview

-- AVG AGE

$68.7M AVG AUM / ADVISOR

$945.1K AVG AUM / CLIENT

1.3 yrs AVG TENURE

9 Employees

9 Advisory Reps

9 RIA Reps

1yrs Firm Age

Insights

Available

Asset Classes

Available

Investment Themes

Available

Investment Vehicles

Available

Services

Available

Owner & Executives

Thomas David Kowalczyk

Chief Compliance Officer, Chief Executive Officer

CRD: #5630382
Ownership: Less than 5%

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Contacts

TODD WILLIAM BERGER

Owner

CRD: #4806289

Available

EPHIMIA COUMANAKOS

Managing Partner

CRD: #4860314

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Assets Under Management

Total AUM

Discretionary

Non-Discretionary

06-02-2025

03-14-2026

Category	Assets	AVG. Account size
Discretionary	$618,117,066	$487,859
Non-Discretionary	$0	--
Total	$618,117,066	$487,859

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Separately Managed Accounts

Total SMA Asset: Available

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Equity - Exchange:

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Public Funds:

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Cash:

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Asset class	Assets	Assets %
Equity - Exchange	Available	Available
Public Funds	Available	Available
Cash	Available	Available
Total	Available	Available

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Steadtrust

Firm Details

Office Locations

About Steadtrust

Team overview

Insights

Asset Classes

Investment Themes

Investment Vehicles

Services

Owner & Executives

Contacts

Assets Under Management

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