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 registered investment adviser that has operated since its SEC registration in 2005. The firm is owned by an individual and describes itself as a capital allocator to both individual/family and institutional clients. Its advisory services include comprehensive financial planning, portfolio management for individuals and small businesses as well as for institutions, selection of outside managers, and educational seminars. Allodium charges clients via a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. The firm was recognized on FA Magazine’s Top RIA Firms list in 2020. The firm does not present itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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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 80%, Exchange Traded Equities 16%, State & Local Bonds 2%, US Government Bonds 1%, Investment Grade Corp Bonds 1%, Cash & Cash Equivalents 1%80%
  • Public Funds/Mutual Funds80%
  • Exchange Traded Equities16%
  • State & Local Bonds2%
  • US Government Bonds1%
  • Investment Grade Corp Bonds1%

Owners & executives

3 of 3
  • Eric Hutchens

    Eric Hutchens

    President, CIOCRD 4207178

  • David Bromelkamp

    David Bromelkamp

    Chief Executive OfficerCRD 1886987

  • Tyler Chapman

    Tyler Chapman

    Chief Operating Officer & Chief Compliance OfficerCRD 6761564

Contacts

3 of 4
  • Saul Baumann

    Saul Baumann

    Financial Planning SpecialistCRD 6016404

  • Kimberly Hamlin

    Kimberly Hamlin

    Associate Wealth AdvisorCRD 6464138

  • Derek Van Calligan

    Derek Van Calligan

    DirectorCRD 6508171

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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 57

Active vs passive

$236M in ETFs

Passive

32%

$75.1M

Active

66%

$161M

ETFProviderStyleCategoryValueShares% of portfolio
DIMENSIONAL US EQUITY MARKET ETF (DFUS)DimensionalActiveLarge Blend$27.9M341,01011.84%
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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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