# Stegner Investment Associates INC
Source: https://planprovider.pro/provider/stegner-investment-associates-inc

> Employee-owned and fee-only since 1994, Stegner Investment Associates INC works as a fiduciary Registered Investment Advisor with an in-house investment rese…

Retirement Plan Advisor

Louisville, KY

## About Stegner Investment Associates INC

<p>Employee-owned and fee-only since 1994, Stegner Investment Associates INC works as a fiduciary Registered Investment Advisor with an in-house investment research process built for long-term portfolio decisions.</p>

<p>Headquartered in Louisville in the Ohio River Valley, the firm serves clients across the Louisville metro area and beyond. It works with high-net-worth individuals, retirement plans, and non-profit institutions, with $2.4B in assets under management (2026) and a staff of 11.</p>

<p>For retirement plans, Stegner Investment Associates provides fiduciary support as a <a href="/plan-advisors">plan advisor</a> acting as an ERISA 3(21) co-fiduciary or an ERISA 3(38) investment manager. Individuals can use the firm for discretionary wealth management, while non-profits receive help with operating, endowment, and foundation assets.</p>

<p>What sets the firm apart is its employee-owned structure paired with a research-driven approach that supports both discretionary and co-fiduciary plan roles under one roof.</p>

<ul>
<li>Founded in 1994; employee-owned, fee-only RIA</li>
<li>Headquarters: Louisville, Kentucky</li>
<li>Assets under management: $2.4B (2026)</li>
<li>ERISA 3(21) co-fiduciary and 3(38) investment manager services</li>
<li>Works with individuals, retirement plans, and non-profit institutions</li>
</ul>

Website: [https://www.stegnerinvestments.com/](https://www.stegnerinvestments.com/)

Founded: 1994

Employees: 11

## Office Locations

- Louisville, KY (Headquarters)

## Services Offered

- 3(21) Investment Advisor

- 3(38) Investment Manager

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $2.4B

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