Investment adviser · CRD 117977

KARSTENS INVESTMENT COUNSEL, INC.

Investment adviser filing (IA)

OMAHA, NE, United States · Form ADV filed Nov 14, 2019

Regulatory AUM
$239M
Form ADV · Item 5.F
Client accounts
1,056
Accounts, not individual clients
Employees
8
Reported in this filing
Advisory professionals
5
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 individuals81$159,690,23866.7%
Individuals185$75,701,80331.6%
CharitiesFewer than 5$4,068,7251.7%
Filing source

Form ADV 1356296 · Nov 14, 2019 · 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 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.

This filing answers No to private funds.

Services & filing details

Most recent filing: Nov 14, 2019. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting

Compensation

Percentage of assets · Hourly

Principal office

10250 REGENCY CIRCLE, SUITE 100
OMAHA, NE, 68114-4301, United States

CRD 117977

Filing source

Form ADV 1356296 · Nov 14, 2019 · 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.