Sittner & Nelson, LLC
● SEC registered since 2020CRD 309757SEC# 801-119243Eugene, OR
Reg. AUM
$1.05B
Employees
6
Accounts
1,506
Location
Eugene, OR
Sittner & Nelson, LLC assets under management
Sittner & Nelson, LLC is an investment advisory firm registered with the SEC based in Eugene, OR. The firm has been registered since 2020. It reports $1 billion in regulatory assets under management and employs 6 people.
Sittner & Nelson, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Freddie Lee Sittner Control | Principal | 25-50% | 2009 |
| Kevin Lee Sittner Control | Principal And Chief Compliance Officer | 10-25% | 2019 |
| Todd Michael Nelson Control | Principal | 50-75% | 2009 |
Frequently asked questions
How much does Sittner & Nelson, LLC manage?
Sittner & Nelson, LLC reports $1 billion in regulatory assets under management on its Form ADV.
How many employees does Sittner & Nelson, LLC have?
Sittner & Nelson, LLC reports 6 employees.
Where is Sittner & Nelson, LLC located?
Sittner & Nelson, LLC is based in Eugene, OR and has been SEC-registered since 2020.
Does Sittner & Nelson, LLC disclose fund performance?
Sittner & Nelson, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 497 Oakway Road, Suite 300, Eugene, OR 97401 |
| Phone | 541-636-4001 |
| Fax | 541-654-0546 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1846138 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.05B▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 32%
Larger than 68% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$1.05Bregulatory AUM
Discretionary $1.04BNon-discretionary $4.7M