← Directory
FELTL ADVISORS
Legal name: FELTL ADVISORS, LLC
CRD 165244File 801-77347
APPROVED
Retail clients
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$165.6M
Bottom 25% of cohort (national)
Discretionary AUM
$0
Non-discretionary $165.6M
Clients
397
563 accounts
Employees
15
Bottom 25% of cohort in MN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Nov 1, 2012
- Principal office
- ONE CARLSON PARKWAY NORTH, SUITE 225, PLYMOUTH, MN, 55447
- Phone
- 612-492-8800
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $165.6M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $165.6M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 563
- Total accounts
- 563
- AUM per client
- $417K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $10.2M |
| Individuals (other than high net worth individuals) | 395 | $155.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — PERCENTAGE OF ASSETS UNDER OUTSIDE MANAGEMENT
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- 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- Q11C2
- Q11C4
- Q11C5
- Q11E2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 20 | 15 | decreased by5 |
| Apr 1, 2026 | Clients | 385 | 397 | increased by12 |
| Apr 1, 2026 | AUM | $132,417,421 | $165,615,748 | increased by$33,198,327 |
| Apr 1, 2026 | Accounts | 523 | 563 | increased by40 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 341 | 385 | increased by44 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $111,778,800 | $132,417,421 | increased by$20,638,621 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 341 | 523 | increased by182 |
| Apr 1, 2022 | Employees | 24 | 20 | decreased by4 |
| Apr 1, 2022 | Clients | 386 | 341 | decreased by45 |
| Apr 1, 2022 | AUM | $92,169,417 | $111,778,800 | increased by$19,609,383 |
| Apr 1, 2022 | Accounts | 387 | 341 | decreased by46 |
| 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 “FELTL ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FELTL ADVISORS” 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.