SITTNER & NELSON, LLC

CRD 309757File 801-119243

APPROVED

Retail clients

Custody

Filing as of Mar 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.05B

Above cohort median (national)

Discretionary AUM

$1.04B

Non-discretionary $4.7M

Clients

475

1,506 accounts

Employees

Top 25% of cohort in OR

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: Aug 10, 2020
Principal office: 497 OAKWAY ROAD, SUITE 300, EUGENE, OR, 97401
Phone: 541-636-4001
Website: https://sittnerandnelson.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.05B
Discretionary AUM: $1.04B
Non-discretionary AUM: $4.7M
Discretionary accounts: 1,501
Non-discretionary accounts: 5
Total accounts: 1,506
AUM per client: $2.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$1.7M
High net worth individuals	189	$839.5M
Pension and profit sharing plans	20	$69.1M
Individuals (other than high net worth individuals)	266	$138.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

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: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
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.