RIA Intel›Advisers›Iowa›TSMF LLC

TSMF LLC

Advisory

ANKENY, IA

Data as of Jan 26, 2026 · Source: SEC Form ADV

Rank in IA

#121

of 154 advisers by AUM

Average account

$293K

across 349 accounts

AUM per adviser

$34M

3 advisers

Source: SEC Form ADV. Figures as filed Jan 26, 2026.

Total AUM

$102M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$102M

Discretionary AUM$99M

Non-Discretionary AUM$3M

Discretionary %96.9%

Total Clients149

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIA

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

149 clients

85 high-net-worth

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

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

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