RIA IntelAdvisersMissouriDITTRICH FINANCIAL GROUP LLC

DITTRICH FINANCIAL GROUP LLC

Advisory

MO

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

Average account
$298K
across 33 accounts
AUM per adviser
$10M
1 advisers

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

Total AUM
$10M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$10M
Discretionary AUM$10M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients33
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMO, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MO

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

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FIRST CLASS CAPITAL LLC
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$10M
FIRST CLASS CAPITAL LLC
LIBERTY, MO
$10M
0.0% 1Y
NIDHI CAPITAL, LLC
$10M

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