RIA Intel›Advisers›Iowa›FENCL ADVISORY SERVICES, LLC

FENCL ADVISORY SERVICES, LLC

Advisory

CEDAR FALLS, IA

Data as of Aug 28, 2026 · Source: SEC Form ADV

Rank in IA

#122

of 154 advisers by AUM

Average account

$287K

across 354 accounts

AUM per adviser

$34M

3 advisers

Source: SEC Form ADV. Figures as filed Aug 28, 2026.

Total AUM

$102M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$102M

Discretionary AUM$102M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients180

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIA, MN, 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

180 clients

72 high-net-worth

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

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