RIA Intel›Advisers›Wisconsin›UNCOMMON CENTS INVESTING, INC

UNCOMMON CENTS INVESTING, INC

SEC RegisteredAdvisory

JANESVILLE, WI

Data as of Aug 25, 2026 · Source: SEC Form ADV

Rank in WI

#127

of 484 advisers by AUM

AUM change, 1 year

+13.8%

61st percentile in WI

AUM CAGR, 3 year

+9.8%

compound annual growth

Average account

$464K

across 1,121 accounts

AUM per adviser

$173M

3 advisers

Filing history

20

filings since 2017

Source: SEC Form ADV. Figures as filed Aug 31, 2026.

Total AUM

$520M

1-Year AUM Growth

+13.8%

3-Year CAGR

+9.8%

Employees

3

Assets Under Management

Total AUM$520M

Discretionary AUM$514M

Non-Discretionary AUM$5M

Discretionary %98.9%

Total Clients577

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record20

First FilingSep 22, 2017

Latest FilingAug 25, 2026

Full AUM trend chart and 20 historical filings spanning 9+ years

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Registration

SEC RegisteredYes

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InAZ, FL, IL, IN, TX, WI

Succession Risk

Moderate risk

Composite band across five pillars

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

72nd percentile

Composite rank among WI advisers

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

1 on record

From SEC Schedule A/B filings

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

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Client Demographics

577 clients

148 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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Browse all 484 advisers in Wisconsin →

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Counts advisers in Wisconsin reporting AUM on their latest Form ADV.

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