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BIG SIOUX WEALTH MANAGEMENT
Legal name: BIG SIOUX FINANCIAL, INC.
CRD 299593File 801-118350
APPROVED
Retail clients
Filing as of Feb 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$235.2M
Below cohort median (national)
Discretionary AUM
$228.2M
Non-discretionary $7.0M
Clients
868
1,957 accounts
Employees
7
Above cohort median in SD
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Mar 30, 2020
- Principal office
- 1401 4TH ST NE, WATERTOWN, SD, 57201
- Phone
- 605-882-4280
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $235.2M
- Discretionary AUM
- $228.2M
- Non-discretionary AUM
- $7.0M
- Discretionary accounts
- 1,930
- Non-discretionary accounts
- 27
- Total accounts
- 1,957
- AUM per client
- $271K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 10 | $4.2M |
| Charitable organizations | 15 | $2.0M |
| High net worth individuals | 246 | $167.9M |
| Individuals (other than high net worth individuals) | 597 | $61.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- 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 11This 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.