A complete list of active advisors currently associated with Steadmont Advisors, LLC

Warmer can help you find a great advisor at Steadmont Advisors, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Steadmont Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.