JANESVILLE, WICRD 290105Latest ADV February 23, 2026
Uncommon Cents Investing is an SEC registered investment adviser organized as a limited liability company with a primary office location in Janesville, WI. Its latest Form ADV filing, dated February 23, 2026, reports $520M in regulatory assets under management, 3 employees, and 1,121 accounts.
Assets Under Management
$520M
Employees
3
Offices
--
Total Clients
589
Primary office
JANESVILLE, WI
1215 SUFFOLK DR., UNIT 100, JANESVILLE, WI, 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 74.9% of total clients.
Top client categories% of clientsClients
1
Individuals
74.9%
441
2
HNWI
25.1%
148
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$520Mas of February 23, 2026
Discretionary98.9%
$514M
99% of total RAUM98.9%
Non-discretionary1.1%
$5M
1% of total RAUM1.1%
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$520M
Total Accounts1,121
10Y AUM Change+$520M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee196:1
10Y Employee Change+1 (+50.0%)
* 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.