Sundvold Financial is an SEC registered investment adviser organized as a limited liability company with a primary office location in Columbia, MO. Its latest Form ADV filing, dated March 13, 2026, reports $233M in regulatory assets under management, 5 employees, and 480 accounts.
Assets Under Management
$233M
Employees
5
Offices
--
Total Clients
480
Primary office
COLUMBIA, MO
1000 W. NIFONG, BUILDING 4, SUITE 104, COLUMBIA, MO, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 100.0% of total clients.
Top client categories% of clientsClients
1
Individuals
100.0%
480
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$233Mas of March 13, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$233M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$233M
Total Accounts480
10Y AUM Change$-191M (-45.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee96:1
10Y Employee Change-3 (-37.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.