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SEC data October 1, 2026
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SEC data October 1, 2026
Sign inYou’re seeing a preview. Members get every firm, every advisor and every filing.
Sign in or start freeEvery SEC-registered adviser, 17,210 firms, from Form ADV filings as of October 1, 2026.
14 firms manage $6.7B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Compass Financial Group, IncSioux Falls, SD | SD | $1.5B | +21% | 2,826 | $525K | 7 | Charles Schwab | – | |
| 2Elgethun Capital ManagementSioux Falls, SD | SD | $1.1B | +29% | 303 | $4M | 10 | Charles Schwab | – | |
| 3Standard Family Office, LLCSioux Falls, SD | SD | $1.0B | +3.5% | 2 | $506M | 1 | – | – | |
| 4Hi-Line Capital Management, LLCWatertown, SD | SD | $757M | +15% | 128 | $6M | 2 | Charles Schwab | – | |
| 5Sage Capital Advisors, LLCSioux Falls, SD | SD | $673M | +16% | 232 | $3M | 7 | Charles Schwab; Fidelity | – |
9 more firms match this screen.
Atlas shows every row, every column and ten years of assets for each firm, with exports, saved screens and alerts when firms change.