RIA IntelAdvisersWisconsinST. CROIX ADVISORS, LLC

ST. CROIX ADVISORS, LLC

Advisory

WI

Data as of Mar 6, 2026 · Source: SEC Form ADV

Average account
$2M
across 11 accounts
AUM per adviser
$22M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 6, 2026.

Total AUM
$22M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$22M
Discretionary AUM$22M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients7
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, MN, WI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in WI

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

HIPKE EDWARD MALCOLM
MEQUON, WI
$22M
-26.0% 1Y
PRACTICAL PORTFOLIOS LLC
MANITOWOC, WI
$22M
-23.3% 1Y
PMMSF PARTNERS, LLC
MADISON, WI
$21M
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC
MILWAUKEE, WI
$22M
+10.8% 1Y
SARKAUSKAS & ASSOCIATES INC
RHINELANDER, WI
$21M
-22.1% 1Y
THE OLYMPIA GROUP LLC
$21M

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