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HOMESTEAD ADVISERS CORP.
CRD 109845File 801-37391
APPROVED
Filing as of Jun 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$7.45B
Top 10% of cohort (national)
Discretionary AUM
$7.45B
Clients
8
19 accounts
Employees
40
Top 10% of cohort in VA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Sep 21, 1990
- Principal office
- 4301 WILSON BLVD., ARLINGTON, VA, 22203-1860
- Phone
- 866-673-2299/800-258-3030
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $7.45B
- Discretionary AUM
- $7.45B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 19
- Non-discretionary accounts
- 0
- Total accounts
- 19
- AUM per client
- $931.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $79.6M |
| Investment companies | 8 | $2.67B |
| Pension and profit sharing plans | Fewer than 5 | $4.41B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — COST REIMBURSABLE.
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for investment companies
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 2 | 8 | increased by6 |
| Apr 1, 2026 | AUM | $7,735,038,928 | $7,450,093,556 | decreased by$284,945,372 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 36 | 40 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $8,487,756,997 | $7,735,038,928 | decreased by$752,718,069 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 21 | 19 | decreased by2 |
| Apr 1, 2022 | Employees | 38 | 36 | decreased by2 |
| Apr 1, 2022 | AUM | $8,022,656,158 | $8,487,756,997 | increased by$465,100,839 |
| Apr 1, 2022 | Accounts | 19 | 21 | increased by2 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “HOMESTEAD ADVISERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HOMESTEAD ADVISERS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.