Conceptual Financial Advisors, LLC
Conceptual Financial Advisors, LLC is an SEC-registered mass-market adviser in Appleton, WI with $189.9M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Conceptual Financial Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 167513, SEC 801-123428, data through 2026-01-15.
- AUM (assets under management / regulatory AUM)
- $189.9M (2026-01-15)
- Firm type
- Mass-Market Adviser
- Location
- Appleton, WI
- Employees
- 4
- Clients
- 426
- CRD
- 167513
- Ownership
- NEHRING, CHAD, LEE
How much AUM does Conceptual Financial Advisors, LLC have?
Conceptual Financial Advisors, LLC reported $189.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-15).
Who owns Conceptual Financial Advisors, LLC?
Disclosed owners and executives of Conceptual Financial Advisors, LLC include NEHRING, CHAD, LEE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.