SourcingSourcing

HOMESTEAD ADVISERS CORP.

C29
CRD 109845·SEC 801-37391·ARLINGTON, VA
AUM
$7.45B
$1B+
Est. Revenue
$74.5M
@ 1% on AUM
Est. EBITDA
$22.4M
@ 30% margin
Est. Deal Value
$178.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
HOMESTEAD ADVISERS CORP.
CRD
109845
SEC file #
801-37391
EIN
521694000
DBA names
—

Economics

AUM
$7.45B
AUM band
$1B+
AUM trajectory
'20'26
$8.68B → $7.45B▼ -14%
Client mix
Investment Companies8

Operations

Employees (total)
40
Advisory staff (per ADV)
15
Advisory staff (5-yr trend)
'20'26
10 advisors → 15 advisors▲ +50%
Primary office
ARLINGTON VA
Branches
—

Custodian & Brokerage

Primary custodian
State Streetlow confidence
Services offered
Financial planningPortfolio mgmt — investment companiesPortfolio mgmt — businesses
Fee basis
% of AUMOther Compensation

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
youtube.com/@homesteadadvisers

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HOMESTEAD FINANCIAL SERVICES
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
HOMESTEAD FINANCIAL SERVICES
CIVEROLO, BETH, ANNE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:youtube.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Compensation Trajectory 3y
20250
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0000944804
Edgar Registered
Yes
Edgar Filing Count
151
Edgar First Filing Date
1999-05-13
Edgar Last Filing Date
2026-05-08
Edgar 13f Count
76
Edgar 13f Latest AUM Estimate
Filing Date2026-05-08
Accession0001193125-26-213980
Edgar Former Names
RE ADVISERS CORP

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
10
Bc Firm Active IA Count
10
Bc Firm IAR Count
10
Custodian Candidates
Full
State Street4
E*trade4
Edgar Addresses
Mailing
4301 WILSON BLVDARLINGTON, VA 22203
Business
4301 WILSON BLVDARLINGTON, VA 22203
Edgar EIN
521694000
Edgar Recent Filings
13F-HR2026-05-08 · 0001193125-26-213980
13F-HR2026-02-10 · 0001193125-26-043978
Firm Has Custody
No
Mailing Office Differs
No
Trust Company Affiliate
No

People (15)

15
BETH ANNE CIVEROLO
Executive Officer · 2.5%
2643410
Connor, Jeffrey, Christopher
Executive Officer · 2.5%
6974203
AMY MERRILL DI MAURO
Executive Officer · 2.5%
4731228
MARK DAVID SANTERO
Executive Officer · 2.5%
1148011
DANIELLE CHERIE SIEVERLING
Executive Officer · 2.5%
4918493
David Thomas McCaskill
IAR
7090401
TAMIKA FRANCESTER BISHOP
IAR
4788091
WILLIAM DOUGLAS KINDLE
IAR
2322839
MARK DANIEL EDWARDS
IAR
1073643
BRIAN MARSHALL ALLEN
IAR
4493122
MONICA LYNN OLLIVIERRE
IAR
4036059
MEGAN JAYNE MCFARLAND FONTEM
IAR
5854868
SHANNON ERIKA TRUMAN
IAR
2695386
CEDRIAN MONIQUE CROSS-SMITH
IAR
2865564
Westley E Tibbs
IAR
4046515