Investment adviser · CRD 108176
SUNDVOLD FINANCIAL
Investment adviser filing (IA)
SUNDVOLD CAPITAL MANAGEMENT LLC
COLUMBIA, MO, United States · Form ADV filed Mar 13, 2026
- Regulatory AUM
- $233M Form ADV · Item 5.F
- Client accounts
- 480 Accounts, not individual clients
- Employees
- 5 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 |
|---|---|---|---|
| Individuals | 480 | $232,900,000 | 100.0% |
Filing source
Form ADV 2072454 · Mar 13, 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: Mar 13, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1000 W. NIFONG, BUILDING 4, SUITE 104COLUMBIA, MO, 65203, United States
CRD 108176
Filing source
Form ADV 2072454 · Mar 13, 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.