CRD: 107480
Stegner Investment Associates INC
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- Custodian
- Charles Schwab & Company ยท Lincoln Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
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
--
- 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | 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 |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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