RIA Intel›Advisers›Minnesota›CALIBRATION FINANCIAL, LLC

CALIBRATION FINANCIAL, LLC

Advisory

MILACA, MN

Data as of Mar 27, 2026 · Source: SEC Form ADV

Average account

$71K

across 228 accounts

AUM per adviser

$16M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM

$16M

Discretionary %

99.7%

Clients

85

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$16M

Discretionary AUM$16M

Non-Discretionary AUM$44K

Discretionary %99.7%

Total Clients85

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, CO, FL, MN, TX

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

85 clients

3 high-net-worth

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

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Advisers of similar size in MN

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

THE OXFORD PRIVATE CLIENT GROUP, LLC

WAYZATA, MN

$16M

-90.9% 1Y

SAFE HARBOR CAPITAL MANAGEMENT LLC

BLOOMINGTON, MN

$16M

NIES FINANCIAL GROUP INC.

SARTELL, MN

$17M

-47.2% 1Y

BOSSERT CAPITAL LLC

MINNEAPOLIS, MN

$17M

PILOT CAPITAL MANAGEMENT CORP

$17M

-52.4% 1Y

LEGACY WEALTH MANAGEMENT, INC.

$15M

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