STEGNER INVESTMENT ASSOCIATES INC
SEC Form ADV profile.
Total regulatory AUM
$2,768,774,437
Discretionary
$2,200,360,631
Non-discretionary
$568,413,806
Firm details
- CRD number
- 107480
- SEC file number
- 801-46803
- Main office
- LOUISVILLE, KY, United States
- Employees
- 10
- SEC status
- Approved
- Website
- https://www.linkedin.com/company/stegner-investment-associates-inc-/mycompany/?viewAsMember=true
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.