Money on the Mind LLC
CRD 322277SEC# 801-131312
No longer SEC-registered. Money on the Mind LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$1.7M
Employees
1
Accounts
3
Location
—
Money on the Mind LLC assets under management
Money on the Mind LLC is an investment advisory firm registered with the SEC. It reports $1.7 million in regulatory assets under management and employs 1 people.
Money on the Mind LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| August C Kristoferson Control | Ceo, Cco | Over 75% | 2022 |
Frequently asked questions
How much does Money on the Mind LLC manage?
Money on the Mind LLC reports $1.7 million in regulatory assets under management on its Form ADV.
How many employees does Money on the Mind LLC have?
Money on the Mind LLC reports 1 employees.
Does Money on the Mind LLC disclose fund performance?
Money on the Mind LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Office hours | By Appointment Only |
| Discloses disciplinary history | No |
Regulatory AUM
$1.7MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 99%
Larger than 1% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$1.7Mregulatory AUM
Discretionary $1.7M