Adviser Profile
| As of Date | 09/29/2026 |
| Registration | SEC, Approved, 08/22/2005 |
| ADV Location | SIOUX FALLS, SD, United States |
| Contact Info | 844 xxxxxxx |
| Websites |
| AUM* | 672,828,607 16% |
| of that, discretionary | 590,215,271 2% |
| Number of Employees | 8 |
| of those in investment advisory functions | 7 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,201,480 4% |
| % High Net Worth | 35.34% -3% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
581M
498M
415M
332M
249M
166M
83M
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
Private Funds
No private funds
Employees
Similar advisers
| Adviser | Hedge Fund | Liquidity Fund | Private Equity Fund | Real Estate Fund | Securitized Asset Fund | Venture Capital Fund | Other Fund | Total Private Fund GAV | AUM | #Funds | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Adviser BROWN ADVISORY | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund1.2b | Total Private Fund GAV1.2b | AUM124.3b | #Funds4 | |
| Adviser SYM FINANCIAL ADVISORS | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM5.8b | #Funds- | |
| Adviser ETON ADVISORS | Hedge Fund155.7m | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV155.7m | AUM1.9b | #Funds5 | |
| Adviser M3 ADVISORY GROUP, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM342.0m | #Funds- | |
| Adviser MCF ADVISORS, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund6.7m | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV6.7m | AUM4.7b | #Funds1 | |
| Adviser GUARDIAN WEALTH MANAGEMENT INC. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM289.1m | #Funds- | |
| Adviser HAMILTON CAPITAL PARTNERS, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM444.0m | #Funds- | |
| Adviser GRIFFIN FAMILY PARTNERS, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM283.9m | #Funds- | |
| Adviser REGATTA CAPITAL GROUP, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund15.2m | Other Fund- | Total Private Fund GAV30.4m | AUM1.6b | #Funds4 | |
| Adviser CRA FINANCIAL SERVICES, L.L.C. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM1.7b | #Funds- |
Top Holdings
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$46,183,967 | % Position9.00% | $ Change12.00% | # Change-3.00% |
| Stck Ticker02079K305 | Stock NameALPHABET INC | $ Position$23,957,054 | % Position5.00% | $ Change-5.00% | # Change-1.00% |
| Stck Ticker023135106 | Stock NameAMAZON COM INC | $ Position$18,072,792 | % Position4.00% | $ Change4.00% | # Change-1.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$19,869,860 | % Position4.00% | $ Change38.00% | # Change1.00% |
| Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$15,323,484 | % Position3.00% | $ Change12.00% | # Change-2.00% |
| Stck Ticker69608A108 | Stock NamePALANTIR TECHNOLOGIES INC | $ Position$12,526,201 | % Position3.00% | $ Change60.00% | # Change0.00% |
| Stck Ticker81369Y803 | Stock NameSELECT SECTOR SPDR TR | $ Position$15,061,010 | % Position3.00% | $ Change1.00% | # Change-1.00% |
| Stck Ticker78462F103 | Stock NameSTATE STR SPDR S&P 500 ETF T | $ Position$13,486,804 | % Position3.00% | $ Change2.00% | # Change0.00% |
| Stck Ticker713448108 | Stock NamePEPSICO INC | $ Position$7,704,346 | % Position2.00% | $ Change-10.00% | # Change-4.00% |
| Stck Ticker907818108 | Stock NameUNION PAC CORP | $ Position$9,427,581 | % Position2.00% | $ Change27.00% | # Change27.00% |