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| Keyboard |
| Conceptual Financial Advisors LLC
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|---|---|
| CRD # | 167513 |
| SEC # | 801-123428 |
| CIK # | |
| AUM | 189.9 M (2026-01-15) |
| Employees | 4 (25% Investors, 25% Brokers) |
| Phone | 920-731-9500 |
| Address | 2561 E Calumet St Appleton, WI 54915 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 347 | 58.7 |
| (b) Individuals (high net worth individuals) | 72 | 106.1 |
| (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 | 7 | 12.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0 | 12.6 |
| (n) Other | 0 | 0.0 |
| Total | 778 | 189.9 |
| By Discretionary | ||
| Discretionary | 534 | 143.2 |
| Non-Discretionary | 244 | 46.8 |
| Total | 778 | 189.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 189.9 | |
| Total | 778 | 189.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 9 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Oceanside Advisors LLC
✚
|
SC | 191.3 M |
|
High Plains Investment Advisors Inc
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|
TX | 191.2 M |
|
ENZA Financial LLC
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|
OH | 191.2 M |
|
Valued Retirements Inc
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TX | 190.1 M |
|
TT Capital Management LLC
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|
189.8 M | |
|
Odyssey Capital Advisors Inc
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|
PA | 189.2 M |
|
Hahn Financial Group Inc
✚
|
SD | 188.7 M |
|
Ivy League Financial Advisors LLC
✚
|
MD | 188.7 M |
|
SDR Investment Management Inc
✚
|
FL | 188.6 M |
|
Wright Wealth LLC
✚
|
GA | 188.5 M |