Adviser Profile

As of Date 08/24/2026
Registration SEC, Approved, 04/24/2012
Other registrations (4)
ADV Location SIOUX FALLS, SD, United States
Contact Info 605 xxxxxxx
Websites
AUM* 1,482,712,000 49%
of that, discretionary 1,482,712,000 49%
Number of Employees 13 86%
of those in investment advisory functions 7
Private Fund GAV* 0
Avg Account Size 524,668 26%
% High Net Worth 10.75% 926%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1B 1B 875M 700M 525M 350M 175M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker92204A702 Stock NameVANGUARD WORLD FD $ Position$166,130,745 % Position19.00% $ Change46.00% # Change755.00%
Stck Ticker922908363 Stock NameVANGUARD INDEX FDS $ Position$130,006,916 % Position15.00% $ Change20.00% # Change5.00%
Stck Ticker808524102 Stock NameSCHWAB STRATEGIC TR $ Position$112,773,191 % Position13.00% $ Change16.00% # Change1.00%
Stck Ticker92204A207 Stock NameVANGUARD WORLD FD $ Position$99,415,035 % Position11.00% $ Change-1.00% # Change-2.00%
Stck Ticker92204A603 Stock NameVANGUARD WORLD FD $ Position$53,551,541 % Position6.00% $ Change20.00% # Change4.00%
Stck Ticker922908769 Stock NameVANGUARD INDEX FDS $ Position$39,822,340 % Position5.00% $ Change19.00% # Change4.00%
Stck Ticker921908844 Stock NameVANGUARD SPECIALIZED FUNDS $ Position$27,236,099 % Position3.00% $ Change8.00% # Change-2.00%
Stck Ticker808524300 Stock NameSCHWAB STRATEGIC TR $ Position$23,935,283 % Position3.00% $ Change41.00% # Change22.00%
Stck Ticker084670702 Stock NameBERKSHIRE HATHAWAY INC DEL $ Position$13,420,460 % Position2.00% $ Change6.00% # Change1.00%
Stck Ticker921946810 Stock NameVANGUARD WHITEHALL FDS $ Position$19,473,466 % Position2.00% $ Change4.00% # Change-1.00%

Brochure Summary