Stegner Investment Associates Inc

Overview

Stegner Investment Associates Inc is an SEC registered investment adviser based in Louisville, KY, registered since 1994. It reports $2.8B in assets under management across 820 accounts, with 10 employees. It has 4 investment adviser representatives.

Reported AUM

$2.8B

Discretionary

79%

Accounts

820

Average account

$3.4M

Employees

10

Advisory reps

4

Registered since

1994

Jurisdictions

7

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 3 of 5

• Elizabeth Stegner Peabody Chief Executive Officer, Chief Investment Officer CRD 2488182
• Douglas Dare Peabody President, Chief Operating Officer, Chief Compliance Officer CRD 1422879
• John Evers Director of Research CRD 6219332

2 more executive officers, with direct contact details

Advisory reps 3 of 4

• Brandon Dant Investment Adviser Rep CRD 6919793
• Andre Lamar Mclean Insurance Agent · Investment Adviser Rep CRD 6647416
• Elizabeth Stegner Peabody Investment Adviser Rep CRD 2488182

1 more advisory rep, with emails, phones and branch locations

Location

Headquarters

233 Breckenridge Ln
Louisville, KY 40207

County

Jefferson

Metro area

Louisville/Jefferson County, KY-IN

Region

South

Registrations

• SEC registered
• Registered in 7 jurisdictions
• Website: stegnerinvestments.com

Every state, with registration dates

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