Homestead Advisers Corp.

Overview

Homestead Advisers Corp. is an SEC registered investment adviser based in Arlington, VA, registered since 1990. It reports $7.5B in assets under management across 19 accounts, with 40 employees. It has 11 investment adviser representatives.

Reported AUM

$7.5B

Discretionary

100%

Accounts

19

Average account

$392M

Employees

40

Advisory reps

11

Registered since

1990

Jurisdictions

52

As reported in the firm's June 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Management for Investment Companies
• Portfolio Management for Businesses or Institutional Clients

Client types

• Investment Companies

Fee structure

Other Fees and Percentage of Assets

Executive officers 3 of 6

• Mark David Santero President, Chief Executive Officer, Director CRD 1148011
• Danielle Cherie Sieverling Chief Compliance Officer, Secretary CRD 4918493
• Amy Merrill Di Mauro Treasurer, Director CRD 4731228

3 more executive officers, with direct contact details

Advisory reps 3 of 11

• Brian Marshall Allen Registered Rep · Investment Adviser Rep CRD 4493122
• Tamika Francester Bishop Registered Rep · Investment Adviser Rep CRD 4788091
• Cedrian Monique Cross-Smith Registered Rep · Investment Adviser Rep CRD 2865564

8 more advisory reps, with emails, phones and branch locations

Location

Headquarters

4301 Wilson Blvd
Arlington, VA 22203

County

Arlington

Metro area

Washington-Arlington-Alexandria, DC-VA-MD-WV

Region

South

Registrations

• SEC registered
• Registered in 52 jurisdictions
• Website: homesteadadvisers.com

Every state, with registration dates

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