Steadmont Advisors, LLC

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Client assets under management

$428,403,120

Clients

333

39% high-net worth

Advisors

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$1,286,496

About

Steadmont Advisors provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), trusts, retirement plans, and business entities, offering discretionary and non‑discretionary portfolio management, financial planning, retirement plan consulting, selection of third‑party money managers, and fee‑based insurance solutions. Its ADV reports that, as of December 31, 2025, the firm managed approximately $427.5 million on a discretionary basis and provides ongoing monitoring and rebalancing for client accounts.

The firm describes a multi‑disciplinary investment approach that combines fundamental and technical analysis, modern portfolio theory, asset allocation, and use of mutual funds, ETFs, alternatives and private investments; Steadmont may implement strategies directly or by engaging third‑party managers and can manage held‑away accounts via an Order Management System (Pontera). Steadmont operates both discretionary and non‑discretionary programs, routinely monitors manager performance, and discloses use of leverage tools such as margin and options where appropriate.

Compared with many peer teams, Steadmont discloses several notable operational arrangements: it participates in Dynasty’s adviser network and TAMP (with a Program Fee included in client fees), has accepted transition financing and revenue‑purchase arrangements from Dynasty affiliates, and pays Pontera a 0.25% fee to manage held‑away accounts. The firm also advertises third‑party ratings in its materials — a practice that is relatively uncommon among similar team‑based advisory firms.

Client services

Financial planning Portfolio management

Expertise

Options & derivatives strategies Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Flat fees range from $1,200 to $25,000 for financial planning and consulting; $750 to $25,000 for retirement plan consulting.

Project-based

Up to $1,000 per hour for financial planning and consulting services.

Other

Minimum fee: An account may be charged a minimum account program fee if the market value is low; specific minimum amount not stated. Fee-only: Financial planning and consulting fees charged on hourly or flat fee basis; hourly fee up to $1,000; flat fees range from $1,200 to $25,000; Retirement Plan Consulting flat fees range from $750 to $25,000 or up to 1.00% of plan assets.

Main office location

Steadmont Advisors, LLC

2204 Lakeshore Drive, Suite 100

Birmingham AL 35209, United States

Number of offices

Most active in

Alabama · Florida · Georgia · Louisiana · Nebraska · South Carolina · Tennessee · Texas

Disclosures

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Instagram Website (205) 721-7005

Advisors at this firm

Taylor H

CFP®, Series 66

Birmingham, AL

Steadmont Advisors, LLC

Taylor Hart is a CFP® and holds a Series 66 license with 15 years of industry experience. He has worked at Merrill Lynch and Bank of America N.A. before joining Steadmont Advisors, LLC in 2024. Steadmont Advisors is a small team serving individuals, trusts, estates, retirement plans, and business entities with portfolio management, financial planning, and retirement plan consulting. The firm employs a combined investment approach using fundamental and technical analysis, modern portfolio theory, and asset allocation across a diverse range of instruments, and emphasizes operational integration and transparency around third-party relationships.

Options & derivatives strategies Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive

Margaret D

Series 63, Series 65

Birmingham, AL

Steadmont Advisors, LLC

Margaret Dunn is a financial advisor at Steadmont Advisors, LLC with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at Bank of America and Merrill Lynch. Steadmont Advisors is a small team serving individuals, trusts, estates, retirement plans, and business entities with portfolio management, financial planning, and retirement plan consulting. The firm uses a combination of fundamental and technical analysis, modern portfolio theory, and asset-allocation techniques across a wide range of investment instruments, with an emphasis on operational integration and transparency regarding third-party relationships.

Options & derivatives strategies Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive

Tyler D

Series 66

Birmingham, AL

Steadmont Advisors, LLC

Tyler Decker is a financial advisor at Steadmont Advisors, LLC with five years of industry experience. He holds the Series 66 designation and previously worked at Merrill from 2020 to 2024. Outside of finance, he has experience working at a local rock climbing gym in Birmingham, Alabama. Steadmont Advisors is a small team serving individuals, trusts, estates, retirement plans, and business entities with portfolio management, financial planning, and retirement consulting. The firm uses a combination of fundamental and technical analysis, modern portfolio theory, and asset allocation across a broad range of instruments, employing both direct and third-party manager implementations.

Options & derivatives strategies Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive

Amy D

Series 66

Birmingham, AL

Steadmont Advisors, LLC

Amy Drinkard is a financial advisor at Steadmont Advisors, LLC with 10 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Bank of America. Drinkard serves as a board member for the charitable organization Feels Good Man LLC, assisting with fundraising planning. Steadmont Advisors is a small team serving individuals, trusts, estates, retirement plans, and business entities with portfolio management, financial planning, and retirement plan consulting. The firm employs a comprehensive investment approach combining fundamental and technical analysis, modern portfolio theory, and asset allocation across various instruments, with a focus on operational integration and transparency around third-party relationships.

Options & derivatives strategies Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive

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