Homestead Advisers Corp.
● SEC registered since 1990CRD 109845SEC# 801-37391Arlington, VA
Reg. AUM
$7.45B
Employees
40
Accounts
19
Location
Arlington, VA
Homestead Advisers Corp. assets under management
Homestead Advisers Corp. is an investment advisory firm registered with the SEC based in Arlington, VA. The firm has been registered since 1990. It reports $7.5 billion in regulatory assets under management and employs 40 people.
Homestead Advisers Corp. owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Amy Merrill Di Mauro Control | Treasurer And Director | Under 5% | 2010 |
| Beth Anne Civerolo Control | Vice President And Director | Under 5% | 2017 |
| Danielle Cherie Sieverling Control | Chief Compliance Officer | Under 5% | 2005 |
| Homestead Financial Services Corp. Control | Shareholder | Over 75% | 1990 |
| Jeffrey Christopher Connor Control | Director | Under 5% | 2018 |
| Mark David Santero Control | President, Chief Executive Officer And Director | Under 5% | 2018 |
| Natalya Sergey Zelensky Control | Secretary | Under 5% | 2026 |
| National Rural Electric Cooperative Association Control | Shareholder | Over 75% | 1991 |
| Nreca United Holdings, Inc. Control | Shareholder | Over 75% | 2022 |
Frequently asked questions
How much does Homestead Advisers Corp. manage?
Homestead Advisers Corp. reports $7.5 billion in regulatory assets under management on its Form ADV.
How many employees does Homestead Advisers Corp. have?
Homestead Advisers Corp. reports 40 employees.
Where is Homestead Advisers Corp. located?
Homestead Advisers Corp. is based in Arlington, VA and has been SEC-registered since 1990.
Does Homestead Advisers Corp. disclose fund performance?
Homestead Advisers Corp. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4301 Wilson Blvd., Arlington, VA 22203-1860 |
| Phone | 866-673-2299/800-258-3030 |
| Fax | 703-907-6604 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 944804 |
| Discloses disciplinary history | No |
Regulatory AUM
$7.45B▼ 4%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 10%
Larger than 90% of 16,306 advisers
EmployeesTop 14%
More than 86% of 16,824 advisers
Assets under management
$7.45Bregulatory AUM
Discretionary $7.45B