Adviser Profile
| As of Date | 09/29/2025 |
| Registration | SEC, Approved, 08/22/2005 |
| ADV Location | SIOUX FALLS, SD, United States |
| Contact Info | 844 xxxxxxx |
| Websites |
| AUM* | 629,817,774 8% |
| of that, discretionary | 557,428,953 13% |
| Number of Employees | 8 |
| of those in investment advisory functions | 7 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,206,547 1% |
| % High Net Worth | 35.44% -2% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
581M
498M
415M
332M
249M
166M
83M
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
Private Funds
No private funds
Employees
Top Holdings
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$41,286,221 | % Position9.00% | $ Change12.00% | # Change-2.00% |
| Stck Ticker02079K305 | Stock NameALPHABET INC | $ Position$25,114,858 | % Position5.00% | $ Change25.00% | # Change1.00% |
| Stck Ticker023135106 | Stock NameAMAZON COM INC | $ Position$17,444,056 | % Position4.00% | $ Change15.00% | # Change0.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$14,355,314 | % Position3.00% | $ Change2.00% | # Change1.00% |
| Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$13,654,831 | % Position3.00% | $ Change15.00% | # Change0.00% |
| Stck Ticker81369Y803 | Stock NameSELECT SECTOR SPDR TR | $ Position$14,860,993 | % Position3.00% | $ Change72.00% | # Change20.00% |
| Stck Ticker78462F103 | Stock NameSTATE STR SPDR S&P 500 ETF T | $ Position$13,204,198 | % Position3.00% | $ Change15.00% | # Change0.00% |
| Stck Ticker832696405 | Stock NameSMUCKER J M CO | $ Position$7,989,985 | % Position2.00% | $ Change18.00% | # Change1.00% |
| Stck Ticker61945C103 | Stock NameMOSAIC CO | $ Position$7,571,950 | % Position2.00% | $ Change-18.00% | # Change-1.00% |
| Stck Ticker69608A108 | Stock NamePALANTIR TECHNOLOGIES INC | $ Position$7,810,371 | % Position2.00% | $ Change30.00% | # Change63.00% |