STILES FINANCIAL SERVICES, INC.

Legal name: STILES FINANCIAL SERVICES INCORPORATED

CRD 117023File 801-110176

APPROVED

Retail clients

Filing as of Mar 23, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$548.7M

Above cohort median (national)

Discretionary AUM

$547.9M

Non-discretionary $877K

Clients

261

793 accounts

Employees

Above cohort median in MN

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: CHRO
Registration date: Mar 22, 2017
Principal office: 7505 METRO BLVD, SUITE 510, EDINA, MN, 55439
Phone: 952-988-0452
Website: https://www.facebook.com/StilesFinancialServicesInc/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $548.7M
Discretionary AUM: $547.9M
Non-discretionary AUM: $877K
Discretionary accounts: 782
Non-discretionary accounts: 11
Total accounts: 793
AUM per client: $2.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	1	$24.2M
Charitable organizations	3	$1.1M
High net worth individuals	104	$433.0M
Pension and profit sharing plans	11	$40.2M
Individuals (other than high net worth individuals)	142	$50.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Commissions
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
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

This firm answered no to every Item 11 disclosure question in this filing.

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.