RIA Intel›Advisers›South Dakota›GABE NELSON FINANCIAL, INC.

GABE NELSON FINANCIAL, INC.

Advisory

SD

Data as of Mar 4, 2026 · Source: SEC Form ADV

Rank in SD

#23

of 24 advisers by AUM

Average account

$113K

across 808 accounts

AUM per adviser

$91M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 4, 2026.

Total AUM

$91M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$91M

Discretionary AUM$88M

Non-Discretionary AUM$3M

Discretionary %96.4%

Total Clients203

Team

Total Employees3

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InIA, MN, NE, SD, 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

203 clients

40 high-net-worth

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

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

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IMPACT WEALTH MANAGEMENT LLC

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ALTERNATIVE STRATEGIES GROUP, INC.

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