RIA Intel›Advisers›Wisconsin›RONALD L PERKINS DBA PERKINSFINANCAIL

RONALD L PERKINS DBA PERKINSFINANCAIL

Advisory

MADISON, WI

Data as of Jun 20, 2025 · Source: SEC Form ADV

Average account

$540K

across 5 accounts

AUM per adviser

$3M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 20, 2025.

Total AUM

$3M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$3M

Discretionary AUM$0

Non-Discretionary AUM$3M

Discretionary %0%

Total Clients5

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InWI

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

5 clients

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

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Advisers of similar size in WI

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

MAGIS MANAGEMENT, LLC

$3M

TOP SHELF ADVISORS

$2M

KDHH INVESTMENTS LLC

$3M

VOIT & COMPANY, LLC

$3M

WIARA INVESTMENT MANAGEMENT, LLC

$2M

FRANSON FINANCIAL LLC

$2M

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