Firm profile

ALL TERRAIN FINANCIAL ADVISORS

COON RAPIDS, MNCRD 286683Latest ADV March 19, 2026

All Terrain Financial Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Coon Rapids, MN. Its latest Form ADV filing, dated March 19, 2026, reports $379M in regulatory assets under management, 4 employees, and 635 accounts.

Assets Under Management
$379M
Employees
4
Offices
--
Total Clients
190
Primary office
COON RAPIDS, MN
551 COON RAPIDS BOULEVARD NW, COON RAPIDS, MN, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOJoseph L. Van Dam

Advisory services offered

3 types reported
Financial Planning Services
Other advisory services
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentHNWI represent 51.6% of total clients.
Top client categories% of clientsClients
1
HNWI
51.6%
98
2
Individuals
48.4%
92
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Other investment advisers<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$379Mas of March 19, 2026
Discretionary96.9%
$367M
97% of total RAUM96.9%
Non-discretionary3.1%
$12M
3% of total RAUM3.1%
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.

Total AUM$379M
Total Accounts635
10Y AUM Change+$379M

Employee Growth by Quarter

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

Total Employees4
Clients per Employee48:1
10Y Employee Change+1 (+33.3%)

* 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.