Binnacle Investments, Inc.
● SEC registered since 2021CRD 313185SEC# 801-120747Urbandale, IA
Reg. AUM
$264.1M
Employees
8
Accounts
885
Location
Urbandale, IA
Binnacle Investments, Inc. assets under management
Binnacle Investments, Inc. is an investment advisory firm registered with the SEC based in Urbandale, IA. The firm has been registered since 2021. It reports $264.1 million in regulatory assets under management and employs 8 people.
Binnacle Investments, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jason Paul Wiltse Control | Director | 50-75% | 2021 |
| Matthew Scott Onstot Control | Director And Chief Compliance Officer | 50-75% | 2021 |
Frequently asked questions
How much does Binnacle Investments, Inc. manage?
Binnacle Investments, Inc. reports $264.1 million in regulatory assets under management on its Form ADV.
How many employees does Binnacle Investments, Inc. have?
Binnacle Investments, Inc. reports 8 employees.
Where is Binnacle Investments, Inc. located?
Binnacle Investments, Inc. is based in Urbandale, IA and has been SEC-registered since 2021.
Does Binnacle Investments, Inc. disclose fund performance?
Binnacle Investments, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2400 86th Street, Suite 32, Urbandale, IA 50322 |
| Phone | 515-225-9500 |
| Fax | 515-225-9501 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$264.1M▲ 21%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 66%
Larger than 34% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$264.1Mregulatory AUM
Discretionary $264.1M