Investment adviser · CRD 115108

DICKINSON INVESTMENT ADVISORS

Investment adviser filing (IA)

R.E. DICKINSON INVESTMENT ADVISORS, LLC

COUNCIL BLUFFS, IA, United States · Form ADV filed Feb 2, 2024

Regulatory AUM
$373M
Form ADV · Item 5.F
Client accounts
552
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
3
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals107$228,360,45161.2%
Individuals440$141,576,58237.9%
Corporations & businesses5$1,882,2830.5%
Retirement plans7$1,524,3320.4%
Filing source

Form ADV 1815089 · Feb 2, 2024 · 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

2 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

DICKINSON-PHOENIX II, LLCReal Estate Fund · Last reported Mar 21, 2017$949KGross asset value
Custodian CHARLES SCHWAB & CO., INC. PHOENIX, Arizona, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

CHARLES SCHWAB & CO., INC.
SEC 8-16514

Fund details & source
Fund ID
805-1751007094
Reported beneficial owners
13
Minimum commitment
$100K

Form ADV 1076492 · Mar 21, 2017 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

DICKINSON-PHOENIX I, LLCReal Estate Fund · Last reported Mar 5, 2018$781KGross asset value
Auditor LUTZ AND COMPANY, PC OMAHA, Nebraska, United States
Custodian CHARLES SCHWAB & CO., INC. PHOENIX, Arizona, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

CHARLES SCHWAB & CO., INC.
SEC 8-16514

Fund details & source
Fund ID
805-6299981712
Reported beneficial owners
8
Minimum commitment
$100K

Form ADV 1172464 · Mar 5, 2018 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Feb 2, 2024. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets

Principal office

535 W BROADWAY, SUITE 301
COUNCIL BLUFFS, IA, 51503-0816, United States

CRD 115108

Filing source

Form ADV 1815089 · Feb 2, 2024 · 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.