Investment adviser · CRD 294766
CORDIS FINANCIAL, LLC
Investment adviser filing (IA)
MINNEAPOLIS, MN, United States · Form ADV filed Feb 19, 2026
- Regulatory AUM
- $361M Form ADV · Item 5.F
- Client accounts
- 856 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 102 | $265,480,789 | 73.6% |
| Individuals | 170 | $95,247,308 | 26.4% |
| Charities | Fewer than 5 | $0 | 0.0% |
Filing source
Form ADV 2049517 · Feb 19, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 19, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Fixed
Principal office
3001 BROADWAY STREET NE, SUITE 100MINNEAPOLIS, MN, 55413, United States
CRD 294766
Filing source
Form ADV 2049517 · Feb 19, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.