|
⚲
|
| Keyboard |
| Big Sioux Financial Inc
✚
|
|
|---|---|
| CRD # | 299593 |
| SEC # | 801-118350 |
| CIK # | |
| AUM | 235.2 M (2026-02-27) |
| Employees | 7 (71% Investors, 14% Brokers) |
| Phone | 605-882-4280 |
| Address | 1401 4th St NE Watertown, SD 57201 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 597 | 61.1 |
| (b) Individuals (high net worth individuals) | 246 | 167.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 15 | 2.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 4.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,957 | 235.2 |
| By Discretionary | ||
| Discretionary | 1,930 | 228.2 |
| Non-Discretionary | 27 | 7.0 |
| Total | 1,957 | 235.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 235.2 | |
| Total | 1,957 | 235.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
R2 Capital Strategies LLC
✚
|
NE | 236.0 M |
|
Arlington Capital Management Inc
✚
|
IL | 235.9 M |
|
Crew Capital Management Ltd
✚
|
OR | 235.4 M |
|
Weber Hartmann Vrijhof & Partners Ltd
✚
|
235.2 M | |
|
Camelot Technology Advisors Inc
✚
|
CA | 234.9 M |
|
Sustainable Advisors Alliance LLC
✚
|
OK | 234.8 M |
|
Tevis Investment Management LLC
✚
|
TX | 234.8 M |
|
Adaptation Financial Advisors Inc
✚
|
OK | 233.6 M |
|
Figure 8 Investment Strategies LLC
✚
|
ID | 233.4 M |
|
Walker Financial Advisors Inc DBA California 457 Benefits
✚
|
CA | 233.3 M |