Wealth Manager
    SEC Registered

    Stegner Investment Associates Inc

    Registered investment advisor · Louisville, Kentucky · CRD #107480

    Assets Under Management
    $2.8B
    Client Accounts
    820
    Employees
    10
    CRD Number
    107480
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., T Rowe Price Retirement Plan Services, Inc, Lincoln Financial Group Trust Company

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

    About Stegner Investment Associates Inc

    Stegner Investment Associates, Inc. (SIA) is an employee-owned, independent Registered Investment Advisor (RIA) established in 1994, providing tailored investment consulting services to endowments, foundations, corporate retirement plans, and high net worth individuals. SIA focuses on fiduciary services using mutual and collective funds, emphasizing strategic planning and performance-oriented partnerships.

    Fee Structure

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

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    Frequently Asked Questions

    What is Stegner Investment Associates Inc's AUM?

    Stegner Investment Associates Inc reports approximately $2.8B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Stegner Investment Associates Inc headquartered?

    Stegner Investment Associates Inc is headquartered in Louisville, Kentucky.

    What is Stegner Investment Associates Inc's CRD number?

    Stegner Investment Associates Inc's CRD number is 107480. 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 Stegner Investment Associates Inc manage?

    Stegner Investment Associates Inc manages approximately 820 client accounts according to its latest SEC filing.

    Is Stegner Investment Associates Inc SEC registered?

    Yes, Stegner Investment Associates Inc is registered with the SEC as an investment adviser with an approved registration status.

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