EXCELSIOR, MNCRD 291204Latest ADV February 23, 2026
Modus Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Excelsior, MN. Its latest Form ADV filing, dated February 23, 2026, reports $601M in regulatory assets under management, 8 employees, and 1,500 accounts.
Assets Under Management
$601M
Employees
8
Offices
--
Total Clients
347
Primary office
EXCELSIOR, MN
23505 SMITHTOWN ROAD, SUITE 290, EXCELSIOR, MN, United States
Top client segmentIndividuals represent 53.0% of total clients.
Top client categories% of clientsClients
1
Individuals
53.0%
184
2
HNWI
46.7%
162
3
Pension Plans
0.3%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$601Mas of February 23, 2026
Discretionary98.6%
$593M
99% of total RAUM98.6%
Non-discretionary1.4%
$8M
1% of total RAUM1.4%
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$601M
Total Accounts1,500
10Y AUM Change+$601M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee43:1
10Y Employee Change+6 (+300.0%)
* 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.