Klaas Financial Asset Advisors, LLC. is an SEC registered investment adviser organized as a limited liability company with a primary office location in Loves Park, IL. Its latest Form ADV filing, dated March 31, 2026, reports $758M in regulatory assets under management, 15 employees, 1 office, and 2,687 accounts.
Assets Under Management
$758M
Employees
15
Offices
1 office
Total Clients
1,015
Primary office
LOVES PARK, IL
4707 PERRY RIDGE LANE, LOVES PARK, IL, United States
Top client segmentIndividuals represent 80.0% of total clients.
Top client categories% of clientsClients
1
Individuals
80.0%
812
2
HNWI
20.0%
203
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$758Mas of March 31, 2026
Discretionary100.0%
$758M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$758M
Total Accounts2,687
10Y AUM Change+$474M (+166.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee68:1
10Y Employee Change+2 (+15.4%)
* 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.