RIA Intel›Advisers›South Dakota›KLOCKER INVESTMENT ADVISERS

KLOCKER INVESTMENT ADVISERS

Advisory

Data as of May 27, 2026 · Source: SEC Form ADV

Average account

$163K

across 15 accounts

AUM per adviser

$2M

1 advisers

Source: SEC Form ADV. Figures as filed May 27, 2026.

Total AUM

$2M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$2M

Discretionary AUM$2M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients20

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InSD

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

20 clients

6 high-net-worth

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

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Advisers of similar size in SD

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

SPAR WEALTH MANAGEMENT LLC

$2M

CASTELLUM CAPITAL MANAGEMENT LLC

$3M

WEALTHIER WAY, LLC

$3M

SOARING INVESTMENT MANAGEMENT, LLC

$2M

PIKILA, LLC

SIOUX FALLS, SD

$1M

ERNST CAPITAL ADVISORS LLC

SIOUX FALLS, SD

$1M

-99.0% 1Y

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