Sundvold Capital Management LLC
● SEC registered since 1999CRD 108176SEC# 801-57007Columbia, MO
Reg. AUM
$232.9M
Employees
5
Accounts
480
Location
Columbia, MO
Sundvold Capital Management LLC assets under management
Sundvold Capital Management LLC is an SEC-registered investment adviser based in Columbia, MO. The firm has been registered since 1999. It reports $232.9 million in regulatory assets under management and employs 5 people.
Sundvold Capital Management LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bryan Ashley England | Chief Compliance Officer | Under 5% | 2023 |
| Jon Thomas Sundvold Control | Owner | Over 75% | 1997 |
Frequently asked questions
How much does Sundvold Capital Management LLC manage?
Sundvold Capital Management LLC reports $232.9 million in regulatory assets under management on its Form ADV.
How many employees does Sundvold Capital Management LLC have?
Sundvold Capital Management LLC reports 5 employees.
Where is Sundvold Capital Management LLC located?
Sundvold Capital Management LLC is based in Columbia, MO and has been SEC-registered since 1999.
Does Sundvold Capital Management LLC disclose fund performance?
Sundvold Capital Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1000 W. Nifong, Building 4, Suite 104, Columbia, MO 65203 |
| Phone | 573-443-1000 |
| Fax | 573-443-8888 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$232.9MNo change
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 70%
Larger than 30% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$232.9Mregulatory AUM
Discretionary $0Non-discretionary $232.9M