# Bane O'Leary LLC

> Bane O'Leary LLC is a state-registered investment advisory firm in Bloomington, MN, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.

- CRD: 286450
- Filed as: BANE O'LEARY LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Bloomington, MN
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/286450
- AdvisorCensus page: https://advisorcensus.com/firm/bane-o-leary-llc-bloomington-mn-286450

## Quick answers

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

**Where is Bane O'Leary LLC located?**
Bane O'Leary LLC's principal office is in Bloomington, MN, according to its Form ADV.

**Is Bane O'Leary LLC registered with the SEC or a state?**
Bane O'Leary LLC is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 286450.

**How much does Bane O'Leary LLC manage?**
Bane O'Leary LLC reports $85,300,000 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (100% discretionary).

**What types of clients does Bane O'Leary LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (142); high net worth individuals (24); other (1).

**Does Bane O'Leary LLC 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/286450

## 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: $85,300,000
- Discretionary: $85,300,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 142 | $49,400,000 |
| High net worth individuals | 24 | $35,100,000 |
| 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 | 0 | $0 |
| 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 | 0 | $0 |
| Other | 1 | $800,000 |

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

### Firm details
- Registered since: 2017 (9 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CO, MN, OK
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- baneoleary.com
- irahelp.com
- retireawinnermn.com
- retirewisemn.com
- LinkedIn @BANE-O'LEARY-FINANCIAL-GROUP

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bane O'Leary LLC (CRD 286450): Form ADV filing data as of October 2026.