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FELTL ADVISORS
Legal name: FELTL ADVISORS, LLC
CRD 165244File 801-77347
APPROVED
Retail clients
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| 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.