CRD: 107480
Stegner Investment Associates INC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Lincoln Financial
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-20-1994
- Office Locations
- 1
Office Locations
About Stegner Investment Associates INC
Stegner Investment Associates (SIA) is an employee-owned, independent fee-only SEC-registered RIA. The firm provides fiduciary investment consulting and discretionary wealth management for high-net-worth families, retirement plans (ERISA 3(21)/3(38)), and nonprofit institutions. Portfolios are informed by a proprietary in-house research process and a client-paid revenue model designed to avoid conflicts of interest.
Reported data analysis
What the numbers show
Between March 21, 2025 and March 24, 2026, reported AUM increased 14.9%, from $2.4B to $2.8B.
Across 5 reported observations, AUM increased 61.7% between December 5, 2022 and March 24, 2026, from $1.7B to $2.8B.
Of the latest reported AUM, 79.5% is discretionary and 20.5% is non-discretionary.
The firm reports 5 advisory representatives and 235 clients, or 47 clients per representative. That equates to $11.8M in reported AUM per client.
The profile lists 1 reported office location and 32 years in operation. The source data was last updated on March 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
ELIZABETH STEGNER PEABODY
Chief Executive Officer, Chief Investment Officer
- CRD
- #2488182
- Ownership
- 75% or more
RUTH WIMSATT TRAUTWEIN
Director, Director Of Portfolio Management
- CRD
- #4683137
- Ownership
- 10% but less than 25%
Showing 2 of 5 owners & executives
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BRANDON DANT
Associate
- CRD
- #6919793
Nicholas Adam Jeffs
Portfolio Management Associate & Investment Research Analyst
- CRD
- #8173360
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,200,360,631 | $2,842,843 |
| Non-Discretionary | $568,413,806 | $12,356,822 |
| Total | $2,768,774,437 | $3,376,554 |
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Separately Managed Accounts
SMA allocation detail is available
Stegner Investment Associates INC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Stegner Investment Associates INC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.