RIA Intel›Advisers›Iowa›CHRISTENSEN CAPITAL, LLC

CHRISTENSEN CAPITAL, LLC

Advisory

IA

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

Rank in IA

#134

of 154 advisers by AUM

Average account

$2M

across 29 accounts

AUM per adviser

$36M

2 advisers

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

Total AUM

$71M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$71M

Discretionary AUM$71M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients30

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIA, 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

30 clients

16 high-net-worth

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

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

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$76M

PROSPECTIVE VALUE PARTNERS LLC

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TOWER PENSION SPECIALISTS INC

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$79M

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