# Acumen Financial Advisors, LLC

> Acumen Financial Advisors, LLC is an SEC-registered investment advisory firm in Edina, MN, registered since 2010, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 152748
- Filed as: ACUMEN FINANCIAL ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Edina, MN
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/152748
- AdvisorCensus page: https://advisorcensus.com/firm/acumen-financial-advisors-llc-edina-mn-152748

## Quick answers

**How is Acumen Financial Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Acumen Financial Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Acumen Financial Advisors, LLC located?**
Acumen Financial Advisors, LLC's principal office is in Edina, MN, according to its Form ADV.

**Is Acumen Financial Advisors, LLC registered with the SEC or a state?**
Acumen Financial Advisors, LLC is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 152748.

**How much does Acumen Financial Advisors, LLC manage?**
Acumen Financial Advisors, LLC reports $465,210,861 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (0% discretionary).

**How have Acumen Financial Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Acumen Financial Advisors, LLC: Regulatory assets under management: $389,921,383 in the October 2021 data and $465,210,861 in the October 2026 data, up 19%. Total employees: 6 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Acumen Financial Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (134); individuals (other than high net worth individuals) (86).

**Does Acumen Financial Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/152748

**What changed in Acumen Financial Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $403,683,142 to $465,210,861 (+15%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $465,210,861
- Discretionary: $0
- Non-discretionary: $465,210,861

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 86 | $32,657,058 |
| High net worth individuals | 134 | $432,553,803 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2010 (16 years)
- Employees: 5 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, IA, MN, OH, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $389,921,383 | 6 | March 31, 2021 |
| October 2022 | $452,702,167 | 6 | March 29, 2022 |
| October 2023 | $306,075,007 | 4 | April 30, 2023 |
| October 2024 | $390,064,960 | 4 | March 22, 2024 |
| October 2025 | $403,683,142 | 5 | March 27, 2025 |
| October 2026 | $465,210,861 | 5 | March 30, 2026 |

Regulatory assets under management: $389,921,383 in the October 2021 data and $465,210,861 in the October 2026 data, up 19%.
Total employees: 6 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $403,683,142 to $465,210,861 (+15%).
- Updated its list of owners and control persons (Schedule A).

### January 2026
- No longer registered or notice-filed in TX.

### December 2025
- Registered or notice-filed in FL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Acumen Financial Advisors, LLC (CRD 152748): Form ADV filing data as of October 2026.