STEADTRUST LLC

CRD

334416

SEC file #

801-131951

EIN

332357929

DBA names

Steadtrust

Economics

AUM

$618.1M

AUM band

$500M-$1B

AUM trajectory

'25 · $438.9M

'26 · $618.1M

'25'26

$438.9M → $618.1M▲ +41%

sec adv history

Client mix

Individuals Other	495
Individuals High Net Worth	156
Corporations	3

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'25 · 9 advisors

'26 · 9 advisors

'25'26

9 advisors → 9 advisors▬ 0%

sec adv history

Primary office

—

Branches

—

Custodian & Brokerage

Primary custodian

Fidelitylow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting

Fee basis

% of AUMHourly chargesFixed fees

Filings

Latest ADV filing

03/14/2026

concordfinancialgroup.com

ADV-W filed at

—

Website

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

STEADTRUST HOLDINGS LLC

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

STEADTRUST HOLDINGS LLC

Kowalczyk, Thomas, David

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

CONCORDFINANCIALGROUP.COM

Rdap Domain Creation Date

2008-12-04T18:59:15Z

Rdap Firm Age Years

Rdap Firm Age Band

10-20y

Rdap Registrar

Network Solutions, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0002097595

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2025-12-01

Edgar Last Filing Date

2026-04-15

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-04-15

Accession0002085853-26-000375

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (15)

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

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Fidelity	4
E*trade	4

adv brochure

Edgar Addresses

Mailing

1218 SARITA DR.ALLEN, TX 75013

Business

1218 SARITA DR.ALLEN, TX 75013

Edgar EIN

332357929

Edgar Recent Filings

13F-HR2026-04-15 · 0002085853-26-000375

13F-HR/A2026-01-21 · 0002085853-26-000063

Firm Has Custody

Yes

Rdap Domain Expiration Date

2028-12-04T18:59:15Z

Rdap Domain Last Changed

2025-10-10T06:32:49Z

Rdap Nameservers

Ns87.worldnic.comNs88.worldnic.com

Rdap Secure Dns Enabled

Rdap Status

Client Transfer Prohibited

Trust Company Affiliate