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PECAUT WEALTH MANAGEMENT
Legal name: PECAUT & CO.
CRD 2997File 801-49498
APPROVED
Retail clients
Custody
Filing as of Nov 19, 2025
Feed vintage Aug 17, 2026
Regulatory AUM
$381.8M
Below cohort median (national)
Discretionary AUM
$365.0M
Non-discretionary $16.7M
Clients
231
554 accounts
Employees
6
Below cohort median in IA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jun 23, 1995
- Principal office
- 401 DOUGLAS ST, STE 415, SIOUX CITY, IA, 51101
- Phone
- 712-252-3268
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $381.8M
- Discretionary AUM
- $365.0M
- Non-discretionary AUM
- $16.7M
- Discretionary accounts
- 549
- Non-discretionary accounts
- 5
- Total accounts
- 554
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $3.8M |
| Charitable organizations | 10 | $11.1M |
| High net worth individuals | 75 | $296.8M |
| Individuals (other than high net worth individuals) | 144 | $70.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Publications
- Other advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- 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.