| Total AUM | $629.8M |
| Discretionary | $557.4M89% of AUM |
| Non-Discretionary | $72.4M |
| Client Accounts | 522 |
| Avg Account Size | $1.2M |
| Employees | 8 |
| Peak AUM | $629.8MSep 2025 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $630M | +8.3% | +20.5% | +15.3% | |
| Discretionary AUM | |||||
| Total AUM | $629.8M |
| Discretionary | $557.4M |
| Employees | 8 |
| Client Accounts | 522 |
| Client Range | 0 |
Address
122 S. PHILLIPS AVENUE, SUITE 260
SIOUX FALLS SD 57104
Phone
844-279-7243
Filing History
66 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$557M
88.5% of AUM
Non-Discretionary
$72M
11.5% of AUM
Disc. mix ▼ 11.4pp vs 1 year ago
Custody
| +11.2% /yrover 20 yrs · 66 filings |
Total AUM
$630M
| $557M |
| 4.1% |
| +22.3% |
| +17.4% |
| Non-Disc. AUM | $72M | +21318.3% | +9.4% | +4.2% |
| Total Accounts | 522 | +3.6% | +6.2% | +9.9% |
| Avg Account Size | $1M | +4.6% | +13.5% | +4.9% |
| Employees | 8 | 0.0% | 0.0% | 4.4% |
| AUM / Employee | $79M | +8.3% | +20.5% | +20.6% |
Client AUM Segments | |||||
| Wealth AUM | $221M | +7.1% | +17.8% | +15.0% | |
| Institutional AUM | $408M | +9.0% | +22.1% | +16.3% | |
Client Count Segments | |||||
| HNW Clients | 137 | +3.8% | +6.3% | +5.1% | |
| Institutional | 16 | +14.3% | +17.0% | +14.9% | |
| Individuals | 84 | 0.0% | +6.3% | +16.0% | |