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THRIVENT FINANCIAL FOR LUTHERANS
CRD 115785File 801-60701
APPROVED
Custody
Disclosure events
Filing as of Jun 17, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$128.73B
Top 10% of cohort (national)
Discretionary AUM
$128.73B
Clients
33
34 accounts
Employees
4,220
Top 10% of cohort in MN
Identity & registration
ADV Item 1- Organization form
- Other (specify)
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Nov 13, 2001
- Principal office
- 901 MARQUETTE AVENUE, SUITE 2500, MINNEAPOLIS, MN, 55402-3211
- Phone
- 800-847-4836
- Website
- HTTPS://WWW.THRIVENT.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $128.73B
- Discretionary AUM
- $128.73B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 34
- Non-discretionary accounts
- 0
- Total accounts
- 34
- AUM per client
- $3.90B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 31 | $45.60B |
| Pooled investment vehicles | 1 | $111.2M |
| Pension and profit sharing plans | Fewer than 5 | $1.24B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11
- Q11C2
- Q11C4
- Q11C5
- Q11D2
- Q11D4
- Q11E2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 34 | 33 | decreased by1 |
| Apr 1, 2026 | Employees | 4,274 | 4,220 | decreased by54 |
| Apr 1, 2026 | Clients | 68 | 34 | decreased by34 |
| Apr 1, 2026 | AUM | $141,110,380,383 | $128,728,427,712 | decreased by$12,381,952,671 |
| Apr 1, 2026 | Accounts | 68 | 34 | decreased by34 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 3,981 | 4,274 | increased by293 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 65 | 68 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $122,633,144,003 | $141,110,380,383 | increased by$18,477,236,380 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 67 | 68 | increased by1 |
| Apr 1, 2022 | Employees | 3,911 | 3,981 | increased by70 |
| Apr 1, 2022 | Clients | 63 | 65 | increased by2 |
| Apr 1, 2022 | AUM | $109,297,299,378 | $122,633,144,003 | increased by$13,335,844,625 |
| Apr 1, 2022 | Accounts | 65 | 67 | increased by2 |
| 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 “THRIVENT FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“THRIVENT FINANCIAL” 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.