Investment adviser · CRD 121399
KLAAS FINANCIAL ASSET ADVISORS, LLC.
Investment adviser filing (IA)
LOVES PARK, IL, United States · Form ADV filed May 6, 2026
- Regulatory AUM
- $758M Form ADV · Item 5.F
- Client accounts
- 2,687 Accounts, not individual clients
- Employees
- 15 Reported in this filing
- Advisory professionals
- 13 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 | 203 | $391,500,000 | 51.6% |
| Individuals | 812 | $365,400,000 | 48.2% |
| Corporations & businesses | Fewer than 5 | $1,100,000 | 0.1% |
| Charities | Fewer than 5 | $100,000 | 0.0% |
Filing source
Form ADV 2103877 · May 6, 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: May 6, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
4707 PERRY RIDGE LANELOVES PARK, IL, 61111, United States
CRD 121399
Filing source
Form ADV 2103877 · May 6, 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.