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CAPTAR PRIVATE WEALTH
Legal name: DEDEKER FINANCIAL, LLC
CRD 325537File 801-127915
APPROVED
Retail clients
Filing as of Jul 21, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$165.5M
Bottom 25% of cohort (national)
Discretionary AUM
$165.0M
Non-discretionary $500K
Clients
186
415 accounts
Employees
3
Bottom 25% of cohort in MN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- May 3, 2023
- Principal office
- 600 HWY 169 S, SUITE 720, ST. LOUIS PARK, MN, 55426
- Phone
- 612-347-8668
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $165.5M
- Discretionary AUM
- $165.0M
- Non-discretionary AUM
- $500K
- Discretionary accounts
- 375
- Non-discretionary accounts
- 40
- Total accounts
- 415
- AUM per client
- $890K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $200K |
| High net worth individuals | 14 | $100.0M |
| Individuals (other than high net worth individuals) | 170 | $65.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
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 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.