RIA Intel›Advisers›Minnesota›BANE O'LEARY LLC

BANE O'LEARY LLC

Advisory

BLOOMINGTON, MN

Data as of Mar 19, 2026 · Source: SEC Form ADV

Rank in MN

#423

of 511 advisers by AUM

Average account

$188K

across 453 accounts

AUM per adviser

$21M

4 advisers

Source: SEC Form ADV. Figures as filed Mar 19, 2026.

Total AUM

$85M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$85M

Discretionary AUM$85M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients167

Team

Total Employees4

Investment Advisers4

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ, CO, MN, OK

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

167 clients

24 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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