Steadtrust

Steadtrust is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with a mailing address in Allen, Texas (its office is a private residence, so the street address is not published). On its latest Form ADV, filed March 14, 2026, it reports $618M in regulatory assets under management, 651 individual clients and 9 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	SEC-registered
Firm CRD number	334416 · SEC file 801-131951
Office	Allen, TX (mailing address; office not published)
Phone	(972) 876-8422
Website	www.concordfinancialgroup.com
Regulatory assets under management	$618M
Individual clients	495 non-high-net-worth, 156 high-net-worth
Financial planning clients	1-10
How it charges	Percentage of assets, Hourly, Fixed fee
Services	Financial planning, Portfolio management, Pension consulting, Selection of other advisers
Employees	9
Disciplinary disclosures	Yes, see SEC record
Latest Form ADV filing	March 14, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
• It also charges a percentage of assets managed for ongoing investment management.
• Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
• It provides financial planning services, not only portfolio management.
• It sponsors or manages a wrap fee program; ask what the bundled fee covers.
• It reports disciplinary history on Form ADV. Read the disclosure details on its SEC record before you engage it.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

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