DETALUS ADVISORS, LLC
SEC RegisteredExcellence compounded
About the firm
Detalus delivers financial solutions helping clients achieve their goals across all stages of their financial journey, including building, protecting, and distributing wealth. For the past 20 years, they have worked with people who aspire to grow their wealth strategically and systematically.
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 services including asset management, investment policy statement creation, asset allocation, portfolio construction, portfolio monitoring and adjustment, and a rigorous manager selection process across mutual funds and ETFs.
Who they serve
People who aspire to grow their wealth strategically and systematically, including those planning for home buying, debt payoff, family growth, education funding, retirement, and legacy building.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 530 | $144M |
| High Net Worth Individuals | 134 | $639M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 17 | $152M |
| State/Municipal Entities | 19 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 1 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
13 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $499,999 | 1.25% |
| $500,000 - $1,999,999 | 1.00% |
| $2,000,000 - $3,999,999 | 0.75% |
| $4,000,000 - $6,999,999 | 0.65% |
| $7,000,000 - $9,999,999 | 0.50% |
| $10,000,000 - $14,999,999 | 0.45% |
| $15,000,000 - $19,999,999 | 0.40% |
| $20,000,000 and above | 0.35% |
Data as of March 19, 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. DETALUS ADVISORS, 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.
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