RIA Intel›Advisers›North Dakota›COMPLETE INVESTMENT ADVISORY, LLC

COMPLETE INVESTMENT ADVISORY, LLC

Advisory

FARGO, ND

Data as of Mar 23, 2026 · Source: SEC Form ADV

Rank in ND

#16

of 19 advisers by AUM

Average account

$250K

across 436 accounts

AUM per adviser

$55M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM

$109M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

5

Assets Under Management

Total AUM$109M

Discretionary AUM$109M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients189

Team

Total Employees5

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMN, ND, 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

189 clients

31 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 ND

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

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CAPITAL CITY WEALTH MANAGEMENT, INC.

$130M

MIKE PARKE INVESTMENT MANAGEMENT, LLC

$88M

OMNIA FINANCE, LLC

$77M

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