RIA IntelAdvisersMinnesotaBAZTEC CAPITAL MANAGEMENT, LLC

BAZTEC CAPITAL MANAGEMENT, LLC

Advisory

MN

Data as of Feb 26, 2026 · Source: SEC Form ADV

Rank in MN
#509
of 511 advisers by AUM
Average account
$3M
across 16 accounts
AUM per adviser
$40M
1 advisers

Source: SEC Form ADV. Figures as filed Feb 26, 2026.

Total AUM
$40M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$40M
Discretionary AUM$40M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients10
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMN
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MN

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

REKOW MANAGEMENT LLC
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+4.7% 1Y
VECTOR WEALTH MANAGEMENT, LLC
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$41M
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WILDWOOD WEALTH MANAGEMENT, LLC
EDINA, MN
$40M
+8.9% 1Y
SESSIONS FINANCIAL GROUP, INC.
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$39M
+2.4% 1Y
SIOL WEALTH ADVISORS LLC
$41M
WISDOM WEALTH MANAGEMENT, LLC
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$39M

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