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HOMESTEAD ADVISERS CORP.
CRD 109845File 801-37391
APPROVED
Filing as of Jun 29, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.