RIA Intel›Advisers›South Dakota›CONSULTATIVE SERVICES, INC. DBA MYRNA MITCHELL, MBA, CFP

CONSULTATIVE SERVICES, INC. DBA MYRNA MITCHELL, MBA, CFP

Advisory

SD

Data as of Mar 30, 2026 · Source: SEC Form ADV

Average account

$1M

across 15 accounts

AUM per adviser

$18M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$18M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$18M

Discretionary AUM$0

Non-Discretionary AUM$18M

Discretionary %0%

Total Clients15

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCO, SD

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

15 clients

10 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in SD

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

OPTIMUM WEALTH MANAGEMENT, LLC

$18M

PRIORITY INVESTMENT SERVICES, LLC

$20M

INTELLIGENT INVESTMENTS LLC

SIOUX FALLS, SD

$17M

ADRIONIC TECHNOLOGIES, LLC

$15M

BIRCH INVESTMENT MANAGEMENT, L.L.C.

$23M

PARVIN FUND MANAGEMENT, LLC

SIOUX FALLS, SD

$10M

Get the full picture on CONSULTATIVE SERVICES, INC. DBA MYRNA MITCHELL, MBA, CFP

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track CONSULTATIVE SERVICES, INC. DBA MYRNA MITCHELL, MBA, CFP and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans