PECAUT & CO.
DBA: PECAUT WEALTH MANAGEMENT
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $381.8M |
| Discretionary | $365.0M96% of AUM |
| Non-Discretionary | $16.7M |
| Client Accounts | 554 |
| Avg Account Size | $689K |
| Employees | 6 |
| Peak AUM | $381.8MNov 2025 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $382M | +8.9% | +12.4% | +10.7% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $381.8M |
| Discretionary | $365.0M |
| Employees | 6 |
| Client Accounts | 554 |
| Client Range | 101-250 |
Contact & Location
Address
401 DOUGLAS ST, STE 415
SIOUX CITY IA 51101
Phone
712-252-3268
Filing History
43 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingSecurity Ratings
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$365M
95.6% of AUM
Non-Discretionary
$17M
4.4% of AUM
Disc. mix ▼ 0.3pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank Custody
Structure
No related registrations reported