# AKM Advisory

> AKM Advisory is a state-registered investment advisory firm in Edina, MN, registered since 2014, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 20, 2026.

- CRD: 170187
- Filed as: AKM ADVISORY
- Legal name: AKM Advisory, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Edina, MN
- Filing period: October 2026
- Form ADV filing dated: April 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/170187
- AdvisorCensus page: https://advisorcensus.com/firm/akm-advisory-edina-mn-170187

## Quick answers

**How is AKM Advisory compensated?**
On its Form ADV (Item 5.E, October 2026), AKM Advisory reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is AKM Advisory located?**
AKM Advisory's principal office is in Edina, MN, according to its Form ADV.

**Is AKM Advisory registered with the SEC or a state?**
AKM Advisory is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 170187.

**How much does AKM Advisory manage?**
AKM Advisory reports $84,148,594 in regulatory assets under management in its Form ADV filing dated April 20, 2026 (100% discretionary).

**What types of clients does AKM Advisory serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (28); high net worth individuals (23).

**Does AKM Advisory report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/170187

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $84,148,594
- Discretionary: $84,148,594
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 28 | $8,969,043 |
| High net worth individuals | 23 | $75,179,551 |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $0 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $0 |
| Other | Fewer than 5 | $0 |

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

### Firm details
- Registered since: 2014 (12 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- akmadvisory.com
- LinkedIn @akm-advisory-llc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. AKM Advisory (CRD 170187): Form ADV filing data as of October 2026.