RIA Intel›Advisers›South Dakota›ORTMAN FINANCES, LLC

ORTMAN FINANCES, LLC

Advisory

Data as of Mar 11, 2026 · Source: SEC Form ADV

Average account

$16K

across 29 accounts

AUM per adviser

$459K

1 advisers

Source: SEC Form ADV. Figures as filed Mar 11, 2026.

Total AUM

$459K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$459K

Discretionary AUM$459K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients24

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIA, SD, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

24 clients

2 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in SD

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

MALCOLM CAPITAL MANAGEMENT LLC

$223K

ERNST CAPITAL ADVISORS LLC

SIOUX FALLS, SD

$1M

-99.0% 1Y

Get the full picture on ORTMAN FINANCES, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track ORTMAN FINANCES, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans