Feltl Advisors
Feltl Advisors is an SEC-registered mass-market adviser in Plymouth, MN with $165.6M assets under management (AUM, regulatory AUM), +25% over one year. See who owns Feltl Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 165244, SEC 801-77347, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $165.6M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Plymouth, MN
- Employees
- 15
- Clients
- 397
- CRD
- 165244
- Ownership
- FELTL, JOHN, CHRISTOPHER; EDWARDS, MITCHELL, JAY; VAN KREVELEN, DIRK, GARRET; FELTL, MARY, JOANNE; JCF TRUST
How much AUM does Feltl Advisors have?
Feltl Advisors reported $165.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Feltl Advisors?
Disclosed owners and executives of Feltl Advisors include FELTL, JOHN, CHRISTOPHER, EDWARDS, MITCHELL, JAY, VAN KREVELEN, DIRK, GARRET, FELTL, MARY, JOANNE, JCF TRUST. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.