Conceptual Financial Advisors, LLC
● SEC registered since 2022CRD 167513SEC# 801-123428Appleton, WI
Reg. AUM
$189.9M
Employees
4
Accounts
778
Location
Appleton, WI
Conceptual Financial Advisors, LLC assets under management
Conceptual Financial Advisors, LLC is an investment advisory firm registered with the SEC based in Appleton, WI. The firm has been registered since 2022. It reports $189.9 million in regulatory assets under management and employs 4 people.
Conceptual Financial Advisors, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Chad Lee Nehring Control | Member And Chief Compliance Officer | Over 75% | 2011 |
Frequently asked questions
How much does Conceptual Financial Advisors, LLC manage?
Conceptual Financial Advisors, LLC reports $189.9 million in regulatory assets under management on its Form ADV.
How many employees does Conceptual Financial Advisors, LLC have?
Conceptual Financial Advisors, LLC reports 4 employees.
Where is Conceptual Financial Advisors, LLC located?
Conceptual Financial Advisors, LLC is based in Appleton, WI and has been SEC-registered since 2022.
Does Conceptual Financial Advisors, LLC disclose fund performance?
Conceptual 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 | 2561 E. Calumet St., Appleton, WI 54915 |
| Phone | 920-731-9500 |
| Fax | 920-731-9504 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$189.9M▲ 16%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 76%
Larger than 24% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$189.9Mregulatory AUM
Discretionary $143.2MNon-discretionary $46.8M