Allodium Investment Consultants, LLC

RIASEC Registered
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, individual-owned registered investment adviser operating as an LLC. The firm is SEC-registered (2005) and serves both individual/family and institutional clients. Allodium describes itself as a capital allocator and offers a mix of fee arrangements — percentage of AUM, hourly fees, and fixed fees — while delivering financial planning, portfolio management for individuals and businesses, selection of third-party advisers, and educational seminars. FINTRX notes an industry recognition: Allodium appeared on FA Magazine’s Top RIA Firms list in 2020. The firm does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 56

Active vs passive

$244M in ETFs

Passive

31%

$75.5M

Active

66%

$169M

ETFProviderStyleCategoryValueShares% of portfolio
DIMENSIONAL US EQUITY MARKET ETF (DFUS)DimensionalActiveLarge Blend$28.3M340,94311.59%
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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