# Allodium Investment Consultants, LLC

> Allodium Investment Consultants, LLC is an SEC-registered investment advisory firm in Minneapolis, MN, registered since 2005, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 24, 2026.

- CRD: 135812
- Filed as: ALLODIUM INVESTMENT CONSULTANTS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Minneapolis, MN
- Filing period: October 2026
- Form ADV filing dated: September 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/135812
- AdvisorCensus page: https://advisorcensus.com/firm/allodium-investment-consultants-llc-minneapolis-mn-135812

## Quick answers

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

**How much does Allodium Investment Consultants, LLC charge?**
Its Form ADV Part 2A brochure dated February 13, 2026 states: Asset-based fee: 0.05% to 1% a year (a range, as the brochure states it); Flat fee: $2,500 to $50,000 (standalone financial planning and fiduciary consulting services); Hourly rate: $200 to $500 an hour (standalone financial planning and fiduciary consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Allodium Investment Consultants, LLC located?**
Allodium Investment Consultants, LLC's principal office is in Minneapolis, MN, according to its Form ADV.

**Is Allodium Investment Consultants, LLC registered with the SEC or a state?**
Allodium Investment Consultants, LLC is an SEC-registered investment advisory firm, registered since 2005. Status as filed: Approved. CRD 135812.

**How much does Allodium Investment Consultants, LLC manage?**
Allodium Investment Consultants, LLC reports $576,759,336 in regulatory assets under management in its Form ADV filing dated September 24, 2026 (100% discretionary).

**How have Allodium Investment Consultants, LLC's assets and staff changed since 2021?**
In the Form ADV data for Allodium Investment Consultants, LLC: Regulatory assets under management: $340,141,956 in the October 2021 data and $576,759,336 in the October 2026 data, up 70%. Total employees: 12 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Allodium Investment Consultants, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (144); high net worth individuals (122); charitable organizations (15).

**Which custodians does Allodium Investment Consultants, LLC use?**
Allodium Investment Consultants, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Allodium Investment Consultants, 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/135812

**What changed in Allodium Investment Consultants, LLC's recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in IL.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated February 13, 2026)

- Asset-based fee: 0.05% to 1% a year (a range, as the brochure states it)

> The annual fee varies between 0.05% and 1.00%, depending upon the market val ue of the assets under management.

- Flat fee: $2,500 to $50,000 (standalone financial planning and fiduciary consulting services)

> Allodium charges a fixed fee and/or hourly fee for standalone financial planning and fiduciary consulting services. These fees are negotiable, but generally range from $2,500 to $50,000 on a fixed fee basis

- Hourly rate: $200 to $500 an hour (standalone financial planning and fiduciary consulting services)

> Allodium charges a fixed fee and/or hourly fee for standalone financial planning and fiduciary consulting services. These fees are negotiable, but generally range ... from $200 to $500 on an hourly rate basis

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $576,759,336
- Discretionary: $576,759,336
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 144 | $45,511,614 |
| High net worth individuals | 122 | $449,996,543 |
| Banking or thrift institutions | 0 | $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) | 0 | $0 |
| Charitable organizations | 15 | $80,773,915 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $477,264 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2005 (21 years)
- Employees: 12 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, IL, MN, MO, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [allodium.com](https://allodium.com)
- Facebook @AllodiumInvestmentConsultants
- Instagram @allodiuminvestmentconsultants
- LinkedIn @allodium-investment-consultants
- YouTube @UC-oM-o60LPdvEevJPemTJcQ

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $340,141,956 | 12 | February 25, 2021 |
| October 2022 | $374,650,372 | 12 | June 22, 2022 |
| October 2023 | $342,717,845 | 12 | March 8, 2023 |
| October 2024 | $396,432,633 | 12 | May 22, 2024 |
| October 2025 | $416,610,113 | 12 | February 5, 2025 |
| October 2026 | $576,759,336 | 12 | September 24, 2026 |

Regulatory assets under management: $340,141,956 in the October 2021 data and $576,759,336 in the October 2026 data, up 70%.
Total employees: 12 in October 2021 and 12 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in IL.

### March 2026
- Employees performing advisory functions went from 5 to 4.
- Regulatory assets under management went from $416,610,113 to $576,759,336 (+38%).
- Updated its list of owners and control persons (Schedule A).

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Allodium Investment Consultants, LLC (CRD 135812): Form ADV filing data as of October 2026.