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Monday, October 5, 2026The Morning Brief →Sign in
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Steadmont Advisors

BIRMINGHAM, AL
CRD: 328882
In PWD coverage since August 14, 2026 · 1 story
$431MRegulatory AUMSEC Form ADV · Oct 3
5EmployeesForm ADV
Regulatory AUM · Aug 16 – Oct 3
PWD coverage
RIA

Treasury proposes $2,500 pre-tax Trump Account contributions

Advisors should weigh the modest deduction against 529 plans and other vehicles.
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