Steadtrust
31yrs
Top advisor by experience at Steadtrust
Steadtrust
Location not listed. Legal name: Steadtrust LLC
About the firm
A registered investment advisory firm, with about 4 offices. It manages about $618 million for roughly 651 individual clients. Services include financial planning, investment management for individuals and small businesses, investment management for businesses and institutions.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees
Typical client size ?$918,620
Assets under management ?$618 million
Individual clients651
Median years of experience20
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Advisors at Steadtrust
9Advisors
20Median years of experience
3States with offices
4Offices
Also known as
Caddie Financial Planning · Steadtrust, LLC · Steadtrust LLC · RDL Wealth · Concord Financial Group
About Steadtrust
How do I contact Steadtrust?
Call the main office at 972-876-8422. The main office is at , .
How is Steadtrust paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Steadtrust offer?
Financial planning, Investment management for individuals and small businesses, Investment management for businesses and institutions, Retirement plan consulting, Choosing other investment managers.
How many advisors work at Steadtrust?
We list 9 advisors currently registered with the firm.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.