MINNEAPOLIS, MNCRD 111162Latest ADV March 27, 2026
Okabena Investment Services Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Minneapolis, MN. Its latest Form ADV filing, dated March 27, 2026, reports $2.1B in regulatory assets under management, 18 employees, and 383 accounts.
Assets Under Management
$2.1B
Employees
18
Offices
--
Total Clients
148
Primary office
MINNEAPOLIS, MN
4200 IDS CENTER, 80 S EIGHTH STREET, MINNEAPOLIS, MN, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 84.5% of total clients.
Top client categories% of clientsClients
1
HNWI
84.5%
125
2
Pooled Investment Vehicles
8.1%
12
3
Charitable
7.4%
11
Categories with <5 clients
FAMILY LLCS AND LPS<5 clients
Individuals (other than high net worth individuals)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.1Bas of March 27, 2026
Discretionary89.1%
$1.9B
89% of total RAUM89.1%
Non-discretionary10.9%
$231M
11% of total RAUM10.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.1B
Total Accounts383
10Y AUM Change+$705M (+49.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees18
Clients per Employee8:1
10Y Employee Change+5 (+38.5%)
* 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.