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ULLAND INVESTMENT ADVISORS, LLC
CRD 109610File 801-57473
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jun 8, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$442.9M
Below cohort median (national)
Discretionary AUM
$442.9M
Clients
211
211 accounts
Employees
5
Below cohort median in MN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 14, 2000
- Principal office
- 4550 IDS CENTER, 80 S 8TH STREET, MINNEAPOLIS, MN, 55402
- Phone
- 612-312-1400
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $442.9M
- Discretionary AUM
- $442.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 211
- Non-discretionary accounts
- 0
- Total accounts
- 211
- AUM per client
- $2.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 86 | $388.9M |
| Individuals (other than high net worth individuals) | 125 | $54.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Disclosures | No | Yes | |
| Apr 1, 2026 | Clients | 226 | 211 | decreased by15 |
| Apr 1, 2026 | AUM | $451,429,283 | $442,901,942 | decreased by$8,527,341 |
| Apr 1, 2026 | Accounts | 226 | 211 | decreased by15 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 6 | 5 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 225 | 226 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $636,963,645 | $451,429,283 | decreased by$185,534,362 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 498 | 226 | decreased by272 |
| Apr 1, 2022 | Clients | 214 | 225 | increased by11 |
| Apr 1, 2022 | AUM | $468,309,719 | $636,963,645 | increased by$168,653,926 |
| Apr 1, 2022 | Accounts | 470 | 498 | increased by28 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ULLAND INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ULLAND INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.