RIA Intel›Advisers›Minnesota›CUSTOM FUNDS MANAGEMENT LLC

CUSTOM FUNDS MANAGEMENT LLC

Advisory

MN

Data as of Feb 20, 2026 · Source: SEC Form ADV

Average account
$242K
across 92 accounts
AUM per adviser
$11M
2 advisers

Source: SEC Form ADV. Figures as filed Feb 20, 2026.

Total AUM
$22M
Discretionary %
100%
Clients
44
Employees
2

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$22M
Discretionary AUM$22M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients44
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMN
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MN

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

ANALYTICS INVESTMENT ADVISORS, LLC
$22M
PULSE FINANCIAL PLANNING LLC
$23M
SYMMETRIC ADVISORS INC
MINNETONKA, MN
$23M
-21.9% 1Y
LUNDEEN ABRAMS ADVISORS, LLC
MINNETONKA, MN
$21M
ROBINSON CAPITAL MANAGEMENT INC
EDINA, MN
$24M
+15.7% 1Y
LINIAM CAPITAL, LLC
$21M

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