Steadtrust

CRD 334416 · $618.1M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 334416
SEC number: 801-131951
Firm type: RIA
Assets under management: $618.1M as of Mar 14, 2026
Website: www.concordfinancialgroup.com ↗
Phone: 972-876-8422
Address: Not yet retrieved from the source record

Advisors at this firm

9 in our index · page 1 of 1

Todd William BergerCRD 4806289 · Hoboken, NJ

IA RegisteredRegistration inactive
Ephimia CoumanakosCRD 4860314 · Wilmington, DE

IA RegisteredRegistration inactive

Disclosure event(s) on record
Thomas David KowalczykCRD 5630382 · Allen, TX

IA RegisteredRegistration inactive
Karla Patricia LemaCRD 2478052 · Sheridan, WY

IA Registered
Robert George MitchellCRD 6609984 · Wilmington, DE

IA RegisteredRegistration inactive
Lisa MoreCRD 1633650 · Allen, TX

IA Registered
Cameron Pierce RessetarCRD 6110624 · Allen, TX

IA RegisteredRegistration inactive
James RoseCRD 4842996 · Sheridan, WY

IA Registered

Disclosure event(s) on record
Kristine Dawn SawyerCRD 4996011 · Allen, TX

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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