Adam D Steffanus
Investment adviser representative at Advisory Research Inc
10 yearsExperience
2 statesRegistered in
CFADesignation
$991.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Advisory Research Inc.Dec 2016 to now
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Advisory Research Inc
$991.3MAssets managed
444Clients
7Advisers
47 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4999907
- Firm CRD
- 108254