RIA Intel›Advisers›Minnesota›BOSSERT CAPITAL LLC

BOSSERT CAPITAL LLC

Advisory

MINNEAPOLIS, MN

Data as of Aug 12, 2026 · Source: SEC Form ADV

Average account
$371K
across 45 accounts
AUM per adviser
$17M
1 adviser

Source: SEC Form ADV. Figures as filed Aug 12, 2026.

Total AUM
$17M
Discretionary %
100%
Clients
34
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$17M
Discretionary AUM$17M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients34
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMN, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MN

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

PILOT CAPITAL MANAGEMENT CORP
$17M
-52.4% 1Y
NIES FINANCIAL GROUP INC.
SARTELL, MN
$17M
-47.2% 1Y
FURE FINANCIAL CORPORATION
EDEN PRAIRIE, MN
$17M
THE OXFORD PRIVATE CLIENT GROUP, LLC
WAYZATA, MN
$16M
-90.9% 1Y
EFFICIENT MARKET INVESTMENTS, LLC
$17M
CALIBRATION FINANCIAL, LLC
MILACA, MN
$16M

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