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RIA / WealthRegistered adviserother adviserSEC registeredRAUM 1b 10b

HOMESTEAD ADVISERS CORP.

CRD 109845

ARLINGTON, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:28d13cab-e7e9-ccb2-b766-310c5f63f4dc

Data as of Jun 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 34
Dated events: 40
On other graphs: 0
Observed: Jan 12, 2012 to Jun 29, 2026
47 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: other adviserderivedprivate_client_share=0.0 fund_share=0.36 institutional_share=0.59 related_bd=true related_bank=false bd_reps=24.0
Regulatory AUM: $7.5BItem 5.F on the latest filing (2026-06-29); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $7.5B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 10
RAUM per advisor: $745Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 40
Advisory employees: 15
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 19
SEC number: 801-37391
CIK: 944804
CRD: 109845
Filings on the tape: 47
First filed: Jan 12, 2012
Latest filed: Jun 29, 2026
Organised: Corporation, VA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MONICA LYNN OLLIVIERRE	n/a	ARLINGTON, VA	23	27	n/a	yes
BRIAN MARSHALL ALLEN	n/a	ARLINGTON, VA \| Bristow, VA	14	24	n/a	yes
MEGAN JAYNE MCFARLAND FONTEM	Certified Financial Planner	ARLINGTON, VA	9	16	n/a	yes
MARK DANIEL EDWARDS	n/a	ARLINGTON, VA \| Arlington, VA	5	12	1	yes
TAMIKA FRANCESTER BISHOP	Certified Financial Planner	Upper Marlboro, MD \| ARLINGTON, VA	4	21	4	yes
David Thomas McCaskill	n/a	ARLINGTON, VA	3	28	n/a	yes
CEDRIAN MONIQUE CROSS-SMITH	n/a	ARLINGTON, VA \| Bloomfield, CT	2	29	1	yes
SHANNON ERIKA TRUMAN	Certified Financial Planner	Spring, TX \| ARLINGTON, VA	1	24	2	yes
Westley E Tibbs	n/a	Jefferson, MD \| ARLINGTON, VA	1	13	9	yes
JUNG HWA SEH	Certified Financial Planner	ARLINGTON, VA	0	13	2	no
DAVID STEPHEN MUDROCK	n/a	ARLINGTON, VA	0	12	4	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CIVEROLO, BETH, ANNE	VICE PRESIDENT AND DIRECTOR	Na	yes	06/2017	Jul 6, 2017	Nov 15, 2024
Connor, Jeffrey, Christopher	Director	Na	yes	05/2018	Jun 15, 2018	Nov 15, 2024
DI MAURO, AMY, MERRILL	TREASURER AND DIRECTOR	Na	yes	04/2010	Jan 12, 2012	Nov 15, 2024
HOMESTEAD FINANCIAL SERVICES CORP.	Shareholder	E	yes	07/1990	May 5, 2022	Nov 15, 2024
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION	Shareholder	E	yes	01/1991	Jan 12, 2012	Nov 15, 2024
NRECA UNITED HOLDINGS, INC.	Shareholder	E	yes	04/2022	May 19, 2022	Nov 15, 2024
SANTERO, MARK, DAVID	PRESIDENT, CHIEF EXECUTIVE OFFICER AND DIRECTOR	Na	yes	06/2018	Jun 15, 2018	Nov 15, 2024
SIEVERLING, DANIELLE, CHERIE	CHIEF COMPLIANCE OFFICER	Na	yes	04/2005	Jan 12, 2012	Nov 15, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
HOMESTEAD FINANCIAL SERVICES CORP.	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$7.5B	$7.5B	40	15	0	n/a	n/a
2024	Mar 28, 2025	$7.7B	$7.7B	40	15	0	n/a	n/a
2023	Mar 29, 2024	$7.2B	$7.2B	41	13	0	n/a	n/a
2022	Mar 30, 2023	$7.0B	$7.0B	41	12	0	n/a	n/a
2021	Mar 29, 2022	$8.5B	$8.5B	36	7	0	n/a	n/a
2020	Mar 31, 2021	$8.0B	$8.0B	38	10	0	n/a	n/a
2019	Mar 30, 2020	$8.5B	$8.5B	39	10	0	n/a	n/a
2018	Mar 29, 2019	$8.7B	$8.7B	38	10	0	n/a	n/a
2017	Mar 30, 2018	$11B	$11B	35	9	0	n/a	n/a
2016	Mar 29, 2017	$9.8B	$9.8B	34	9	n/a	n/a	n/a
2015	Mar 29, 2016	$9.1B	$9.1B	33	9	n/a	n/a	n/a
2014	Mar 31, 2015	$3.2B	$3.2B	33	9	n/a	n/a	n/a
2013	Mar 28, 2014	$2.8B	$2.8B	53	26	n/a	n/a	n/a
2012	Mar 28, 2013	$2.0B	$2.0B	52	22	n/a	n/a	n/a
2011	Mar 27, 2012	$1.6B	$1.6B	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
2	1	1	10.0%	2	1	0	5	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$7.5B	$7.7B	-3.7%	$7.0B	2.3%	40	40	0	0

Relationships

Registered with (24)

← DAVID STEPHEN MUDROCKAdvisorregistration: current employment
Sep 2, 2026 to presentfactForm ADV
← Westley E TibbsAdvisorregistration: current employment
May 9, 2025 to presentfactForm ADV
← SHANNON ERIKA TRUMANAdvisorregistration: current employment
Dec 10, 2024 to presentfactForm ADV
← CEDRIAN MONIQUE CROSS-SMITHAdvisorregistration: current employment
Jan 30, 2024 to presentfactForm ADV
← David Thomas McCaskillAdvisorregistration: current employment
Aug 15, 2023 to presentfactForm ADV
← TAMIKA FRANCESTER BISHOPAdvisorregistration: previous registration
Jun 4, 2012 to Dec 31, 2014factForm ADV
← MARK DANIEL EDWARDSAdvisorregistration: previous registration
Jun 23, 2014 to Dec 31, 2014factForm ADV
← MEGAN JAYNE MCFARLAND FONTEMAdvisorregistration: current employment
May 8, 2017 to presentfactForm ADV
← BRIAN MARSHALL ALLENAdvisorregistration: current employment
Jul 5, 2012 to presentfactForm ADV
← MONICA LYNN OLLIVIERREAdvisorregistration: current employment
May 28, 2003 to presentfactForm ADV
← WILLIAM DOUGLAS KINDLEAdvisorregistration: previous registration
May 31, 2022 to Jun 30, 2026factForm ADV
← Keith EllisAdvisorregistration: previous registration
Nov 20, 2023 to Apr 10, 2025factForm ADV
← RAYMOND L. SCOTTAdvisorregistration: previous registration
Apr 14, 2017 to Jan 20, 2022factForm ADV
← John Robert ScottAdvisorregistration: previous registration
Apr 16, 2019 to Dec 9, 2021factForm ADV
← MARC LUCAS JOHNSTONAdvisorregistration: previous registration
Nov 14, 2001 to May 11, 2021factForm ADV
← william cunninghamAdvisorregistration: previous registration
Aug 10, 2011 to Mar 13, 2018factForm ADV
← Kenneth Robert SurickAdvisorregistration: previous registration
Jun 1, 2012 to Aug 10, 2016factForm ADV
← ELIZABETH NICOLE NAPPERAdvisorregistration: previous registration
Nov 20, 2007 to Dec 31, 2014factForm ADV
← Jose A. CuellarAdvisorregistration: previous registration
Jun 4, 2012 to Dec 31, 2014factForm ADV
← STEVEN EVANS ULRICHAdvisorregistration: previous registration
Nov 27, 2013 to Dec 31, 2014factForm ADV
← JAMIE TABOR STONEAdvisorregistration: previous registration
Nov 10, 2008 to Mar 13, 2014factForm ADV
← JOSHUA RITTENHOUSE FRETZAdvisorregistration: previous registration
Mar 1, 2011 to Sep 11, 2013factForm ADV
← ANDREW JEFFREY OSTLUNDAdvisorregistration: previous registration
Jul 22, 2009 to Mar 27, 2012factForm ADV
← Adriana SernaAdvisorregistration: previous registration
Jul 28, 2008 to Nov 26, 2008factForm ADV

Controls (8)

← SANTERO, MARK, DAVIDOwnerPRESIDENT, CHIEF EXECUTIVE OFFICER AND DIRECTOR, ownership code NA, individual
Jun 15, 2018 to Nov 15, 2024factForm ADV
← CIVEROLO, BETH, ANNEOwnerVICE PRESIDENT AND DIRECTOR, ownership code NA, individual
Jul 6, 2017 to Nov 15, 2024factForm ADV
← DI MAURO, AMY, MERRILLOwnerTREASURER AND DIRECTOR, ownership code NA, individual
Jan 12, 2012 to Nov 15, 2024factForm ADV
← SIEVERLING, DANIELLE, CHERIEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jan 12, 2012 to Nov 15, 2024factForm ADV
← Connor, Jeffrey, ChristopherOwnerDIRECTOR, ownership code NA, individual
Jun 15, 2018 to Nov 15, 2024factForm ADV
← HOMESTEAD FINANCIAL SERVICES CORP.OwnerSHAREHOLDER, ownership code E, domestic entity
May 5, 2022 to Nov 15, 2024factForm ADV
← NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATIONOwnerSHAREHOLDER, ownership code E, domestic entity
Jan 12, 2012 to Nov 15, 2024factForm ADV
← NRECA UNITED HOLDINGS, INC.OwnerSHAREHOLDER, ownership code E, domestic entity
May 19, 2022 to Nov 15, 2024factForm ADV

Dated events

40 bookkeeping events (roster, classification and holdings changes) folded below

Show 40 bookkeeping events

Occurred
Sep 18, 2026
David Stephen Mudrock added a NE registration at Homestead Advisers Corp.
Occurred
Sep 18, 2026
Jung Hwa Seh added a VT registration at Homestead Advisers Corp.
Occurred
Sep 17, 2026
David Stephen Mudrock added a OR registration at Homestead Advisers Corp.
Occurred
Sep 17, 2026
Jung Hwa Seh added a WV registration at Homestead Advisers Corp.
Occurred
Sep 15, 2026
Jung Hwa Seh added a ME registration at Homestead Advisers Corp.
Occurred
Sep 15, 2026
Jung Hwa Seh added a HI registration at Homestead Advisers Corp.
Occurred
Sep 15, 2026
Jung Hwa Seh added a CA registration at Homestead Advisers Corp.
Occurred
Sep 15, 2026
Jung Hwa Seh added a IA registration at Homestead Advisers Corp.
Occurred
Sep 15, 2026
Jung Hwa Seh added a CT registration at Homestead Advisers Corp.
Occurred
Sep 15, 2026
Jung Hwa Seh added a IL registration at Homestead Advisers Corp.
Occurred
Sep 15, 2026
Jung Hwa Seh added a MN registration at Homestead Advisers Corp.
Occurred
Sep 15, 2026
Jung Hwa Seh added a MS registration at Homestead Advisers Corp.
Occurred
Sep 15, 2026
Jung Hwa Seh added a MI registration at Homestead Advisers Corp.
Occurred
Sep 15, 2026
Jung Hwa Seh added a MD registration at Homestead Advisers Corp.
Occurred
Sep 15, 2026
Jung Hwa Seh added a KY registration at Homestead Advisers Corp.
Occurred
Sep 15, 2026
Jung Hwa Seh added a ID registration at Homestead Advisers Corp.
Occurred
Sep 15, 2026
Jung Hwa Seh added a OR registration at Homestead Advisers Corp.
Occurred
Sep 15, 2026
Jung Hwa Seh added a MT registration at Homestead Advisers Corp.
Occurred
Sep 15, 2026
Jung Hwa Seh added a NV registration at Homestead Advisers Corp.
Occurred
Sep 15, 2026
Jung Hwa Seh added a NE registration at Homestead Advisers Corp.
Occurred
Sep 15, 2026
Jung Hwa Seh added a IN registration at Homestead Advisers Corp.
Occurred
Sep 15, 2026
Jung Hwa Seh added a WY registration at Homestead Advisers Corp.
Occurred
Sep 15, 2026
Jung Hwa Seh added a VA registration at Homestead Advisers Corp.
Occurred
Sep 15, 2026
Jung Hwa Seh added a PR registration at Homestead Advisers Corp.
Occurred
Sep 15, 2026
Jung Hwa Seh added a WA registration at Homestead Advisers Corp.
Occurred
Sep 15, 2026
Jung Hwa Seh added a MO registration at Homestead Advisers Corp.
Occurred
Sep 15, 2026
Jung Hwa Seh added a TX registration at Homestead Advisers Corp.
Occurred
Sep 15, 2026
Jung Hwa Seh added a RI registration at Homestead Advisers Corp.
Occurred
Sep 15, 2026
Jung Hwa Seh added a SC registration at Homestead Advisers Corp.
Occurred
Sep 15, 2026
Jung Hwa Seh added a SD registration at Homestead Advisers Corp.
Occurred
Sep 15, 2026
Jung Hwa Seh added a NH registration at Homestead Advisers Corp.
Occurred
Sep 15, 2026
David Stephen Mudrock added a AZ registration at Homestead Advisers Corp.
Occurred
Sep 15, 2026
Jung Hwa Seh added a PA registration at Homestead Advisers Corp.
Occurred
Sep 15, 2026
Jung Hwa Seh added a OK registration at Homestead Advisers Corp.
Occurred
Sep 15, 2026
Jung Hwa Seh added a NC registration at Homestead Advisers Corp.
Occurred
Sep 15, 2026
Jung Hwa Seh added a OH registration at Homestead Advisers Corp.
Occurred
Sep 15, 2026
Jung Hwa Seh added a NM registration at Homestead Advisers Corp.
Occurred
Sep 15, 2026
Jung Hwa Seh added a NJ registration at Homestead Advisers Corp.
Occurred
Sep 15, 2026
Jung Hwa Seh added a WI registration at Homestead Advisers Corp.
Occurred
Sep 15, 2026
Jung Hwa Seh added a KS registration at Homestead Advisers Corp.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:28d13cab-e7e9-ccb2-b766-310c5f63f4dc
First observed: Jan 12, 2012
Last observed: Jun 29, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

HOMESTEAD ADVISERS CORP.

CRD 109845

ARLINGTON, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:28d13cab-e7e9-ccb2-b766-310c5f63f4dc

Data as of Jun 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:20 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MONICA LYNN OLLIVIERRE

n/a

ARLINGTON, VA

n/a

yes

BRIAN MARSHALL ALLEN

n/a

ARLINGTON, VA | Bristow, VA

n/a

yes

MEGAN JAYNE MCFARLAND FONTEM

Certified Financial Planner

ARLINGTON, VA

n/a

yes

MARK DANIEL EDWARDS

n/a

ARLINGTON, VA | Arlington, VA

yes

TAMIKA FRANCESTER BISHOP

Certified Financial Planner

Upper Marlboro, MD | ARLINGTON, VA

yes

David Thomas McCaskill

n/a

ARLINGTON, VA

n/a

yes

CEDRIAN MONIQUE CROSS-SMITH

n/a

ARLINGTON, VA | Bloomfield, CT

yes

SHANNON ERIKA TRUMAN

Certified Financial Planner

Spring, TX | ARLINGTON, VA

yes

Westley E Tibbs

n/a

Jefferson, MD | ARLINGTON, VA

yes

JUNG HWA SEH

Certified Financial Planner

ARLINGTON, VA

DAVID STEPHEN MUDROCK

n/a

ARLINGTON, VA

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CIVEROLO, BETH, ANNE

VICE PRESIDENT AND DIRECTOR

yes

06/2017

Jul 6, 2017

Nov 15, 2024

Connor, Jeffrey, Christopher

Director

yes

05/2018

Jun 15, 2018

Nov 15, 2024

DI MAURO, AMY, MERRILL

TREASURER AND DIRECTOR

yes

04/2010

Jan 12, 2012

Nov 15, 2024

HOMESTEAD FINANCIAL SERVICES CORP.

Shareholder

yes

07/1990

May 5, 2022

Nov 15, 2024

NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION

Shareholder

yes

01/1991

Jan 12, 2012

Nov 15, 2024

NRECA UNITED HOLDINGS, INC.

Shareholder

yes

04/2022

May 19, 2022

Nov 15, 2024

SANTERO, MARK, DAVID

PRESIDENT, CHIEF EXECUTIVE OFFICER AND DIRECTOR

yes

06/2018

Jun 15, 2018

Nov 15, 2024

SIEVERLING, DANIELLE, CHERIE

CHIEF COMPLIANCE OFFICER

yes

04/2005

Jan 12, 2012

Nov 15, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

HOMESTEAD FINANCIAL SERVICES CORP.

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$7.5B

n/a

2024

Mar 28, 2025

$7.7B

n/a

2023

Mar 29, 2024

$7.2B

n/a

2022

Mar 30, 2023

$7.0B

n/a

2021

Mar 29, 2022

$8.5B

n/a

2020

Mar 31, 2021

$8.0B

n/a

2019

Mar 30, 2020

$8.5B

n/a

2018

Mar 29, 2019

$8.7B

n/a

2017

Mar 30, 2018

$11B

n/a

2016

Mar 29, 2017

$9.8B

n/a

2015

Mar 29, 2016

$9.1B

n/a

2014

Mar 31, 2015

$3.2B

n/a

2013

Mar 28, 2014

$2.8B

n/a

2012

Mar 28, 2013

$2.0B

n/a

2011

Mar 27, 2012

$1.6B

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

10.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$7.5B

$7.7B

-3.7%

$7.0B

2.3%