MINNEAPOLIS, MNCRD 135812Latest ADV February 13, 2026
Allodium Investment Consultants, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Minneapolis, MN. Its latest Form ADV filing, dated February 13, 2026, reports $577M in regulatory assets under management, 12 employees, 1 office, and 831 accounts.
Assets Under Management
$577M
Employees
12
Offices
1 office
Total Clients
282
Primary office
MINNEAPOLIS, MN
500 WASHINGTON AVENUE SOUTH, SUITE 4400, MINNEAPOLIS, MN, United States
Top client segmentIndividuals represent 51.1% of total clients.
Top client categories% of clientsClients
1
Individuals
51.1%
144
2
HNWI
43.3%
122
3
Charitable
5.3%
15
4
Corporations
0.4%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$577Mas of February 13, 2026
Discretionary100.0%
$577M
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$577M
Total Accounts831
10Y AUM Change+$353M (+158.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee24:1
10Y Employee Change+2 (+20.0%)
* 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.