Modus Advisors, LLC
● SEC registered since 2018CRD 291204SEC# 801-112534Excelsior, MN
Reg. AUM
$601.1M
Employees
8
Accounts
1,500
Location
Excelsior, MN
Modus Advisors, LLC assets under management
Modus Advisors, LLC is an SEC-registered investment adviser based in Excelsior, MN. The firm has been registered since 2018. It reports $601.1 million in regulatory assets under management and employs 8 people.
Modus Advisors, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kari Kristine Haanstad | Member & Chief Investment Officer | 25-50% | 2018 |
| Margaret Leigh Swanson | Member | 5-10% | 2024 |
| Peter Michael Weiss | Member | 5-10% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Modus Advisors, LLC manage?
Modus Advisors, LLC reports $601.1 million in regulatory assets under management on its Form ADV.
How many employees does Modus Advisors, LLC have?
Modus Advisors, LLC reports 8 employees.
Where is Modus Advisors, LLC located?
Modus Advisors, LLC is based in Excelsior, MN and has been SEC-registered since 2018.
Does Modus Advisors, LLC disclose fund performance?
Modus Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 23505 Smithtown Road, Suite 290, Excelsior, MN 55331 |
| Phone | (952) 946-1000 |
| Fax | (952) 946-1010 |
| Office hours | 8a.m.-5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1799284 |
| Discloses disciplinary history | No |
Regulatory AUM
$601.1M▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 44%
Larger than 56% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$601.1Mregulatory AUM
Discretionary $592.8MNon-discretionary $8.3M