HOMESTEAD FINANCIAL PARTNERS

HOMESTEAD FINANCIAL PARTNERS is an SEC-registered investment adviser (CRD 306371). Regulatory assets under management: $18.2M.

Registration

• CRD: 306371
• Type: Registered investment adviser
• Phone: 850-339-7345
• Latest filing: 2026-03-24
• Regulatory AUM: $18.2M
• Discretionary AUM: $18.2M
• Clients: 1
• Accounts: 23

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 306371 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search