THE HATLESTAD GROUP

Overview

The Hatlestad Group is an independent, privately owned registered investment adviser organized as an LLC that serves individual and family clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and the selection of other advisers — reflecting its role as a capital allocator that places client capital with external managers when appropriate. Its fee model includes percentage-of-AUM fees alongside hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor and operates within a single-state footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives