ALLODIUM INVESTMENT CONSULTANTS, LLC
SEC RegisteredWelcome to Allodium Investment Consultants
About the firm
Allodium Investment Consultants is an independent, fee-only investment management consulting firm that provides investment advice to individual and institutional investors. Founded in 2005 and based in Minneapolis, Minnesota, the firm is employee-owned and currently manages over $400 million in assets under management (AUM) and advises on an additional $200 million. Allodium is CEFEX-certified and a member of NAPFA, operating under a fiduciary standard of care.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management, financial planning, investment consulting, fiduciary consulting, and fiduciary management for trusts and institutions; retirement planning services including IRA distribution planning, Roth conversions, asset allocation, and tax planning.
Who they serve
Individual and institutional investors, including trusts and institutions; the firm invites investors with portfolios over $1 million to an introductory meeting.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 144 | $46M |
| High Net Worth Individuals | 122 | $450M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 15 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
3 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Standard (Wealth/Fiduciary Management) | 1.00% |
| Allodium Portfolios platform | 1.00% |
Data as of February 13, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ALLODIUM INVESTMENT CONSULTANTS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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