A complete list of active advisors currently associated with SteadTrust

Warmer can help you find a great advisor at SteadTrust or one who fits your needs even better.

Steadtrust provides portfolio management, pension consulting, and financial planning to individuals, high‑net‑worth clients, pension and profit‑sharing plans, and business entities. The firm also refers clients to third‑party advisers and acts as sponsor and portfolio manager for a wrap fee program. Steadtrust documents client goals and risk tolerances in individualized Investment Policy Statements, typically managing accounts on a discretionary basis while stating a fiduciary duty to clients. Its investment process draws on cyclical, fundamental, quantitative, technical and modern portfolio theory analyses and employs a broad set of strategies, including long‑term and short‑term trading, short sales, margin, options, and allocations to private equity, hedge funds and other alternatives. Compared with many team firms, Steadtrust combines a relatively large amount of assets under management—$618,117,066 as of December 2025—with an operating structure spanning five offices despite being formed in November 2024. The firm’s role as a wrap‑fee sponsor and its documented limited custody arrangements (fee deductions and standing letters of authorization) are operational features that are less common among peers.

To learn more about the advisors currently working at SteadTrust, 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.