Nepsis, Inc.

RIASEC Registered

Total AUM

$345M

Discretionary

$345M

100% of AUM

Avg account

$272K

Accounts

1,267

Employees

Advisory reps

Firm details

Headquarters: Minneapolis, Minnesota
CRD number: 141203
Registered since: July 17, 2006
Website: nepsis.com
Custodians: PERSHING LLC
Fee structure: Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees, Other
Client types: HNWI64.59%
Individuals35.04%
Pension & Profit Sharing Plans0.37%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Nepsis, Inc. is an independent, privately owned registered investment adviser that serves individual and family clients. The firm is SEC-registered (initially registered in 2006) and operates as a corporation under individual ownership. Its advisory work spans financial planning, portfolio management for individuals, small businesses and institutions, and educational workshops. The firm also conducts insurance brokerage and other financial product sales, and uses a mix of fee arrangements that includes percentage-of-AUM fees, hourly charges, subscription and fixed fees. Nepsis is not structured as a capital allocator; its activity blends direct portfolio management with access to third-party managers and products. The business maintains relationships with other advisers, accountants and insurance companies as part of its service and distribution network.