Feltl Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Plymouth, MN. Its latest Form ADV filing, dated March 31, 2026, reports $166M in regulatory assets under management, 15 employees, 2 offices, and 563 accounts.
Assets Under Management
$166M
Employees
15
Offices
2 offices
Total Clients
397
Primary office
PLYMOUTH, MN
ONE CARLSON PARKWAY NORTH, SUITE 225, PLYMOUTH, MN, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 99.5% of total clients.
Top client categories% of clientsClients
1
Individuals
99.5%
395
2
Corporations
0.5%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$166Mas of March 31, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$166M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$166M
Total Accounts563
10Y AUM Change+$55M (+49.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee26:1
10Y Employee Change-22 (-59.5%)
* 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.