# Analytical Investment Services

> Analytical Investment Services is a state-registered investment advisory firm in La Crosse, WI, registered since 2007, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 5, 2026.

- CRD: 111235
- Filed as: ANALYTICAL INVESTMENT SERVICES
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: La Crosse, WI
- Filing period: October 2026
- Form ADV filing dated: February 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/111235
- AdvisorCensus page: https://advisorcensus.com/firm/analytical-investment-services-la-crosse-wi-111235

## Quick answers

**How is Analytical Investment Services compensated?**
On its Form ADV (Item 5.E, October 2026), Analytical Investment Services 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 Analytical Investment Services located?**
Analytical Investment Services' principal office is in La Crosse, WI, according to its Form ADV.

**Is Analytical Investment Services registered with the SEC or a state?**
Analytical Investment Services is a state-registered investment advisory firm, registered since 2007. Status as filed: APPROVED. CRD 111235.

**How much does Analytical Investment Services manage?**
Analytical Investment Services reports $7,513,237 in regulatory assets under management in its Form ADV filing dated February 5, 2026 (100% discretionary).

**What types of clients does Analytical Investment Services serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (34).

**Does Analytical Investment Services 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/111235

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $7,513,237
- Discretionary: $7,513,237
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 34 | $7,513,237 |

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

### Firm details
- Registered since: 2007 (19 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Analytical Investment Services (CRD 111235): Form ADV filing data as of October 2026.