Steadmont Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$428,403,120
Clients
333
Advisors
4
of 5 employees
About
Steadmont Advisors provides investment advisory services to individuals (including high net worth clients), trusts, retirement plans and business entities. Services described in the brochure include discretionary and non‑discretionary portfolio management, financial planning and consulting, retirement plan consulting, selection of third‑party money managers, and management of held‑away workplace accounts and fee‑based insurance products.
The firm’s investment process combines fundamental and technical analysis, quantitative methods and modern portfolio theory to build diversified asset allocation models and to monitor and rebalance portfolios, using both active and passive vehicles across equities, fixed income, ETFs, alternatives and private investments. Steadmont also engages third‑party managers and uses Dynasty’s TAMP and the Pontera order management system to implement strategies and manage assets that remain at other custodians.
Distinctive disclosures in the brochure include the firm’s membership in Dynasty’s network (with related program fees and financing arrangements disclosed), its use of Dynasty’s SMA/UMA platform and the Pontera tool for held‑away accounts, and a recent material change adding Charles Schwab as an additional qualified custodian effective 08/12/2026. The brochure also lists the firm’s SEC CRD number and website and notes that the firm advertises third‑party ratings—an uncommon practice among peers that prospective clients may want to consider when performing independent due diligence.
Client services
Expertise
Occupation focus
Fee options
Financial planning flat fees range from $3,000 to $25,000; Retirement Plan Consulting flat fees range from $750 to $25,000
Up to 1.50% annually (maximum) for Portfolio Management services
Financial planning hourly fees up to $1000/hour
Minimum fee: Minimum account program fee may apply, exact amount not stated Fee-only: Financial planning and consulting fees charged on hourly basis (up to $1000/hour) or flat fees ($3,000 to $25,000)
Main office
2204 Lakeshore Drive, Suite 100
Birmingham AL 35209
Advisors at this office
4
Most active in
Alabama · Florida · Georgia · Louisiana · Nebraska · South Carolina · Tennessee · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Taylor H
CFP®, Series 66
Birmingham, AL
Steadmont Advisors, LLC
Taylor Hart is a CFP® with 16 years of industry experience. He is currently with Steadmont Advisors, LLC and held previous roles at Bank of America N.A. and Merrill. Steadmont Advisors provides investment advisory services to individuals, trusts, retirement plans, and business entities. The firm combines fundamental and technical analysis, quantitative methods, and modern portfolio theory to manage diversified portfolios using both active and passive strategies, including equities, fixed income, ETFs, alternatives, and private investments.
Margaret D
Series 63, Series 65
Birmingham, AL
Steadmont Advisors, LLC
Margaret Dunn is a financial advisor at Steadmont Advisors, LLC with 28 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Bank of America, N.A. and Merrill for significant periods. Steadmont Advisors provides investment advisory services to individuals, trusts, retirement plans, and business entities. The firm employs a combination of fundamental and technical analysis, quantitative methods, and modern portfolio theory to manage diversified portfolios using both active and passive investment vehicles.
Tyler D
Series 66
Birmingham, AL
Steadmont Advisors, LLC
Tyler Decker is a financial advisor at Steadmont Advisors, LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Merrill from 2020 to 2024. Outside of his advisory role, Tyler has worked at High Point Climbing and Fitness, a local rock climbing gym in Birmingham, AL. Steadmont Advisors provides investment advisory services to individuals, trusts, retirement plans, and business entities. The firm employs a combination of fundamental and technical analysis, quantitative methods, and modern portfolio theory to manage diversified portfolios using both active and passive investment vehicles.
Amy D
Series 66
Birmingham, AL
Steadmont Advisors, LLC
Amy Drinkard is a financial advisor at Steadmont Advisors, LLC with 11 years of industry experience. She holds the Series 66 designation and has previously worked at Merrill and Bank of America. Amy serves as a board member for Feels Good Man LLC, a charitable organization based in Birmingham, Alabama. Steadmont Advisors provides investment advisory services to individuals, trusts, retirement plans, and business entities, utilizing a combination of fundamental and technical analysis, quantitative methods, and modern portfolio theory to build diversified asset allocation models and manage portfolios across a range of asset classes.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)