RIA Intel›Advisers›Montana›LUSSENHEIDE CAPITAL MANAGEMENT, INC

LUSSENHEIDE CAPITAL MANAGEMENT, INC

Advisory

MT

Data as of Jan 9, 2026 · Source: SEC Form ADV

Average account

$740K

across 60 accounts

AUM per adviser

$22M

2 advisers

Source: SEC Form ADV. Figures as filed Jan 9, 2026.

Total AUM

$44M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$44M

Discretionary AUM$44M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients60

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA, MT

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

60 clients

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

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Advisers of similar size in MT

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

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REPPOND INVESTMENTS, INC.

$47M

CRESCENT CAPITAL MANAGEMENT CO

$42M

GLACIERWEALTH, INC.

$42M

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