ALLODIUM INVESTMENT CONSULTANTS, LLC

RIASEC RegisteredEst. 2005
Total AUM
$577M
Discretionary
$577M
100% of AUM
Avg account
$694K
Accounts
831
Employees
12
Advisory reps
7

Firm details

Headquarters
MINNEAPOLIS, Minnesota
CRD number
135812
Registered since
July 7, 2005
Website
www.allodium.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI78.02%
  • Charitable Organizations14%
  • Individuals7.89%
  • Corporations / Businesses0.08%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Allodium Investment Consultants, LLC is an independent, SEC-registered RIA formed in 2005 that serves both individual/family and institutional clients. The firm acts as a capital allocator, blending fee models that include a percentage of assets under management, hourly charges, and fixed fees. Its advisory services cover financial planning, discretionary portfolio management for individuals, small businesses and institutions, selecting third-party advisers, and running educational seminars and workshops. Allodium does not present itself as an active ESG investor. The firm was listed among FA Magazine’s Top RIA Firms in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 84%, Exchange Traded Equities 10%, Cash & Cash Equivalents 2%, US Government Bonds 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%84%
  • Public Funds/Mutual Funds84%
  • Exchange Traded Equities10%
  • Cash & Cash Equivalents2%
  • US Government Bonds1%
  • State & Local Bonds1%

Owners & executives

3 of 3

  • TYLER CHAPMAN

    Chief Operating Officer & Chief Compliance OfficerCRD 6761564

  • ERIC HUTCHENS

    President, CIOCRD 4207178

  • DAVID BROMELKAMP

    Chief Executive OfficerCRD 1886987

Contacts

3 of 4

  • JESSICA DOLMAGE

    Wealth AdvisorCRD 7620545

  • DEREK VAN CALLIGAN

    DirectorCRD 6508171

  • SAUL BAUMANN

    Financial Planning SpecialistCRD 6016404

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 53

Active vs passive

$210M in ETFs

Passive

33%

$68.2M

Active

66%

$142M

ETFProviderStyleCategoryValueShares% of portfolio
DIMENSIONAL US EQUITY MARKET ETF (DFUS)DimensionalActiveLarge Blend$24.5M345,11411.66%
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Location

Primary office

MINNEAPOLIS, MN

HENNEPIN

Location

MINNEAPOLIS, MN

Headquartered in MINNEAPOLIS, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
HENNEPIN
Address
500 Washington Ave S
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth