Acumen Financial Advisors, LLC
● SEC registered since 2010CRD 152748SEC# 801-71042Edina, MN
Reg. AUM
$465.2M
Employees
5
Accounts
624
Location
Edina, MN
Acumen Financial Advisors, LLC assets under management
Acumen Financial Advisors, LLC is an SEC-registered investment adviser based in Edina, MN. The firm has been registered since 2010. It reports $465.2 million in regulatory assets under management and employs 5 people.
Acumen Financial Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Deborah Palmer Johnson | Chief Compliance Officer | Under 5% | 2022 |
| Todd William Steger Control | Direct Owner | Over 75% | 2009 |
Frequently asked questions
How much does Acumen Financial Advisors, LLC manage?
Acumen Financial Advisors, LLC reports $465.2 million in regulatory assets under management on its Form ADV.
How many employees does Acumen Financial Advisors, LLC have?
Acumen Financial Advisors, LLC reports 5 employees.
Where is Acumen Financial Advisors, LLC located?
Acumen Financial Advisors, LLC is based in Edina, MN and has been SEC-registered since 2010.
Does Acumen Financial Advisors, LLC disclose fund performance?
Acumen Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3601 West 76th Street, Suite 475, Edina, MN 55435 |
| Phone | 952-521-1625 |
| Fax | 952-521-1635 |
| Office hours | 7:30 a.m. To 4:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$465.2M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 50%
Larger than 50% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$465.2Mregulatory AUM
Discretionary $0Non-discretionary $465.2M