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EFS ADVISORS
Legal name: EFS ADVISORS LLC
CRD 115211File 801-62857
APPROVED
Retail clients
Disclosure events
Filing as of Mar 3, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.40B
Top 25% of cohort (national)
Discretionary AUM
$2.20B
Non-discretionary $197.8M
Clients
21,701
29,438 accounts
Employees
59
Top 25% of cohort in MN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 11, 2004
- Principal office
- 1995 EAST RUM RIVER DRIVE S, CAMBRIDGE, MN, 55008
- Phone
- 763-689-9023
- Website
- HTTP://WWW.EFSADVISORS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.40B
- Discretionary AUM
- $2.20B
- Non-discretionary AUM
- $197.8M
- Discretionary accounts
- 28,122
- Non-discretionary accounts
- 1,316
- Total accounts
- 29,438
- AUM per client
- $111K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $3.4M |
| Insurance companies | Fewer than 5 | $4.7M |
| Charitable organizations | 9 | $1.1M |
| Pension and profit sharing plans | 24 | $59.8M |
| State or municipal government entities | Fewer than 5 | $127K |
| Individuals (other than high net worth individuals) | 21,660 | $2.33B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.