Firm profile

EHLERS

MINNEAPOLIS, MNCRD 146385Latest ADV September 29, 2025

Ehlers 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 September 29, 2025, reports $3.2B in regulatory assets under management, 13 employees, 1 office, and 671 accounts.

Assets Under Management
$3.2B
Employees
13
Offices
1 office
Total Clients
283
Primary office
MINNEAPOLIS, MN
3001 BROADWAY STREET NE, SUITE 320, MINNEAPOLIS, MN, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOBrian M. Reilly
CCOPamela K. R. Ziermann

Advisory services offered

3 types reported
Educational seminars/workshops
Other advisory services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentGovernment represent 99.3% of total clients.
Top client categories% of clientsClients
1
Government
99.3%
281
2
Charitable
0.4%
1
3
Corporations
0.4%
1
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$3.2Bas of September 29, 2025
Discretionary96.0%
$3.0B
96% of total RAUM96.0%
Non-discretionary4.0%
$126M
4% of total RAUM4.0%
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$3.2B
Total Accounts671
10Y AUM Change+$2.7B (+514.9%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees13
Clients per Employee22:1
10Y Employee Change+5 (+62.5%)

* 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.