Adviser Profile

As of Date 04/21/2026
Registration SEC, Approved, 04/06/2015
Other registrations (1)
ADV Location WATERTOWN, SD, United States
Contact Info 605 xxxxxxx
Websites
AUM* 756,593,567 20%
of that, discretionary 726,286,099 23%
Number of Employees 5 -29%
of those in investment advisory functions 2 -60%
Private Fund GAV* 0
Avg Account Size 3,362,638 148%
% High Net Worth 24.81% -16%
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
- Other investment advisers
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

726M 623M 519M 415M 311M 208M 104M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker084670108 Stock NameBERKSHIRE HATHAWAY INC DEL $ Position$37,442,500 % Position11.00% $ Change4.00% # Change0.00%
Stck Ticker46435G326 Stock NameISHARES TR $ Position$37,338,538 % Position11.00% $ Change13.00% # Change6.00%
Stck Ticker829933100 Stock NameSIRIUSXM HOLDINGS INC $ Position$20,018,017 % Position6.00% $ Change30.00% # Change1.00%
Stck Ticker46434G103 Stock NameISHARES INC $ Position$16,870,863 % Position5.00% $ Change27.00% # Change7.00%
Stck Ticker084670702 Stock NameBERKSHIRE HATHAWAY INC DEL $ Position$17,902,453 % Position5.00% $ Change10.00% # Change5.00%
Stck Ticker46137V357 Stock NameINVESCO EXCHANGE TRADED FD T $ Position$15,889,451 % Position4.00% $ Change18.00% # Change7.00%
Stck Ticker867224107 Stock NameSUNCOR ENERGY INC NEW $ Position$9,113,790 % Position3.00% $ Change # Change
Stck Ticker530307305 Stock NameLIBERTY BROADBAND CORP $ Position$11,518,503 % Position3.00% $ Change-32.00% # Change3.00%
Stck Ticker115236101 Stock NameBROWN & BROWN INC $ Position$10,601,044 % Position3.00% $ Change44.00% # Change46.00%
Stck TickerH1467J104 Stock NameCHUBB LIMITED $ Position$11,119,488 % Position3.00% $ Change6.00% # Change2.00%

Brochure Summary