Josh Arnold Investment Consultant, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Edina, MN. Its latest Form ADV filing, dated March 3, 2026, reports $142M in regulatory assets under management, 2 employees, and 401 accounts.
Assets Under Management
$142M
Employees
2
Offices
--
Total Clients
256
Primary office
EDINA, MN
6800 FRANCE AVENUE SOUTH, #325, EDINA, MN, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 79.7% of total clients.
Top client categories% of clientsClients
1
Individuals
79.7%
204
2
HNWI
20.3%
52
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$142Mas of March 3, 2026
Discretionary100.0%
$142M
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.
Total AUM$142M
Total Accounts401
10Y AUM Change+$19M (+15.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee128:1
10Y Employee Change0 (0.0%)
* 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.