Institutional
    SEC Registered
    Manages Private Funds

    Homestead Advisers Corp.

    Registered investment advisor · Arlington, Virginia · CRD #109845

    Assets Under Management
    $7.5B
    Client Accounts
    19
    Employees
    40
    CRD Number
    109845
    Registration
    SEC Registered
    Custodian
    State Street Bank & Trust Co

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Homestead Advisers Corp.

    Homestead Funds is a family of mutual funds offering equity and fixed-income strategies to all investors. Homestead Advisers, the investment manager to the Homestead Funds, was created over 30 years ago by the National Rural Electric Cooperative Association (NRECA), a non-profit organization whose mission is to serve electric cooperative employees. Through Homestead Funds, we bring the reliable, community-focused spirit of rural electric cooperatives to the world of investing. Investing in any

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Homestead Advisers Corp.

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    Frequently Asked Questions

    What is Homestead Advisers Corp.'s AUM?

    Homestead Advisers Corp. reports approximately $7.5B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Homestead Advisers Corp. headquartered?

    Homestead Advisers Corp. is headquartered in Arlington, Virginia.

    What is Homestead Advisers Corp.'s CRD number?

    Homestead Advisers Corp.'s CRD number is 109845. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Homestead Advisers Corp. manage?

    Homestead Advisers Corp. manages approximately 19 client accounts according to its latest SEC filing.

    Is Homestead Advisers Corp. SEC registered?

    Yes, Homestead Advisers Corp. is registered with the SEC as an investment adviser with an approved registration status.

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