# SEDONA ASSET MANAGEMENT SERVICES, LLC

SEDONA ASSET MANAGEMENT SERVICES, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 132373
- Type: SEC-registered investment adviser
- SEC file number: 801-63380
- Phone: 480-297-8110
- Latest filing: 2026-02-23
- Regulatory AUM: $5.5M
- Discretionary AUM: $5.5M
- Clients: 1
- Accounts: 10

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| STEER GEORGE CHARLES | MANAGING MEMBER; MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/132373/brochure
- Similar advisers: https://search.stillhousedata.com/firm/132373/similar
- Related entities: https://search.stillhousedata.com/firm/132373/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/132373

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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.