# STEGNER INVESTMENT ASSOCIATES INC

STEGNER INVESTMENT ASSOCIATES INC of LOUISVILLE, KY is an SEC-registered investment adviser.

## Registration

- CRD: 107480
- Type: SEC-registered investment adviser
- SEC file number: 801-46803
- Location: 233 BRECKENRIDGE LANE, LOUISVILLE, KY, 40207
- Phone: 502-895-0122
- Latest filing: 2026-03-24
- Regulatory AUM: $2.8B
- Discretionary AUM: $2.2B
- Non-discretionary AUM: $568.4M
- Clients: 10
- Accounts: 820

## Business model

- Compensation: % of AUM, Fixed
- Clients served: High net worth, Pooled vehicles

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| Elizabeth Stegner Peabody | CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER | — |
| Ruth Wimsatt Trautwein | DIRECTOR OF PORTFOLIO MANAGEMENT | — |
| Douglas Dare Peabody | PRESIDENT & CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | — |
| Melissa Stegner Vella | SENIOR ASSOCIATE | — |
| John Evers | DIRECTOR OF RESEARCH | — |
| PEABODY DOUGLAS DARE | PRESIDENT & CHIEF OPERATING OFFICER; PRESIDENT & CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | — |
| PEABODY ELIZABETH STEGNER | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER; PRESIDENT | — |
| TROSPER TRACEY GALLIMORE | CHIEF COMPLIANCE OFFICER & MANAGING DIRECTOR; CHIEF COMPLIANCE OFFICER & VICE PRESIDENT; VICE PRESIDENT | — |
| PEABODY ELIZABETH | PRESIDENT | — |
| TROSPER TRACEY | VICE PRESIDENT | — |
| ROGGENKAMP KRISTIN ANN | MANAGING DIRECTOR | — |
| TRAUTWEIN RUTH WIMSATT | DIRECTOR OF PORTFOLIO MANAGEMENT; SENIOR INVESTMENT ASSOCIATE | — |
| VELLA MELISSA STEGNER | SENIOR ASSOCIATE | — |
| EVERS JOHN | DIRECTOR OF RESEARCH | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/107480/brochure
- Similar advisers: https://search.stillhousedata.com/firm/107480/similar
- Related entities: https://search.stillhousedata.com/firm/107480/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/107480

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.