RIA Intel›Advisers›Montana›ARKELL ASSET MANAGEMENT, LLC

ARKELL ASSET MANAGEMENT, LLC

Advisory

BOZEMAN, MT

Data as of Jul 15, 2026 · Source: SEC Form ADV

Rank in MT
#31
of 36 advisers by AUM
Average account
$293K
across 256 accounts
AUM per adviser
$75M
1 adviser

Source: SEC Form ADV. Figures as filed Jul 15, 2026.

Total AUM
$75M
Discretionary %
100%
Clients
71
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$75M
Discretionary AUM$75M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients71
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMT, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MT

Closest by assets under management. All figures from Form ADV.

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ANNACO INVESTMENT MANAGEMENT, INC.
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+9.5% 1Y
HORIZON CAPITAL PARTNERS LLC
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$57M
-18.4% 1Y
ASCENT WEALTH MANAGEMENT PLLC
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$54M

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