Feltl Advisors, LLC
● SEC registered since 2012CRD 165244SEC# 801-77347Plymouth, MN
Reg. AUM
$165.6M
Employees
15
Accounts
563
Location
Plymouth, MN
Feltl Advisors, LLC assets under management
Feltl Advisors, LLC is an SEC-registered investment adviser based in Plymouth, MN. The firm has been registered since 2012. It reports $165.6 million in regulatory assets under management and employs 15 people.
Feltl Advisors, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dirk Garret Van Krevelen Control | Cco | Under 5% | 2014 |
| Jcf Trust Control | Shareholder | 25-50% | 2013 |
| John Christopher Feltl Control | Ceo, Trustee Of Jcf Trust | 50-75% | 2013 |
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Join to unlock · $37/moFrequently asked questions
How much does Feltl Advisors, LLC manage?
Feltl Advisors, LLC reports $165.6 million in regulatory assets under management on its Form ADV.
How many employees does Feltl Advisors, LLC have?
Feltl Advisors, LLC reports 15 employees.
Where is Feltl Advisors, LLC located?
Feltl Advisors, LLC is based in Plymouth, MN and has been SEC-registered since 2012.
Does Feltl Advisors, LLC disclose fund performance?
Feltl Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | One Carlson Parkway North, Suite 225, Plymouth, MN 55447 |
| Phone | 612-492-8800 |
| Fax | 612-492-8899 |
| Office hours | 8a.m. - 4:30p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$165.6M▲ 25%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 80%
Larger than 20% of 16,271 advisers
EmployeesTop 30%
More than 70% of 16,825 advisers
Assets under management
$165.6Mregulatory AUM
Discretionary $0Non-discretionary $165.6M