# Tolsma Investments, LLC

> Tolsma Investments, LLC is an SEC-registered investment advisory firm, registered since 2020, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated April 2, 2026.

- CRD: 287941
- Filed as: TOLSMA INVESTMENTS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: April 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/287941
- AdvisorCensus page: https://advisorcensus.com/firm/tolsma-investments-llc-287941

## Quick answers

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

**How much does Tolsma Investments, LLC charge?**
Its Form ADV Part 2A brochure dated April 2, 2026 states: Asset-based fee: 1% of assets a year; Subscription: $4,000 a year (retainer services engagement). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is Tolsma Investments, LLC registered with the SEC or a state?**
Tolsma Investments, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 287941.

**How much does Tolsma Investments, LLC manage?**
Tolsma Investments, LLC reports $552,726,765 in regulatory assets under management in its Form ADV filing dated April 2, 2026 (5% discretionary).

**How have Tolsma Investments, LLC's assets and staff changed since 2021?**
In the Form ADV data for Tolsma Investments, LLC: Regulatory assets under management: $275,197,165 in the October 2021 data and $552,726,765 in the October 2026 data, up 101%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Tolsma Investments, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (120); individuals (other than high net worth individuals) (95).

**Which custodians does Tolsma Investments, LLC use?**
Tolsma Investments, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC and Interactive Brokers LLC as custodians holding 10% or more of its separately managed account assets.

**Does Tolsma Investments, 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/287941

**Does Tolsma Investments, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated April 2, 2026 says: "We do not require minimum income, minimum asset levels or other similar preconditions."

**What changed in Tolsma Investments, LLC's recent Form ADV filings?**
In the May 2026 filing data: Regulatory assets under management went from $410,947,827 to $552,726,765 (+35%).

## 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 April 2, 2026)

- Asset-based fee: 1% of assets a year

> The cost for this engagement will be 1% of the assets under management.

- Account minimum: None

> We do not require minimum income, minimum asset levels or other similar preconditions.

- Subscription: $4,000 a year (retainer services engagement)

> The retainer fee is $4,000 per year, paid in equal monthly or quarterly installment periods.

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

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC
- Interactive Brokers LLC

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: $552,726,765
- Discretionary: $26,868,904
- Non-discretionary: $525,857,861

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 95 | $3,821,251 |
| High net worth individuals | 120 | $548,905,514 |

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

### Firm details
- Registered since: 2020 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- tolsmainvestments.com
- Facebook @Tolsma-Investments-LLC
- LinkedIn @JEFFTOLSMA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $275,197,165 | 1 | March 26, 2021 |
| October 2022 | $411,917,405 | 1 | March 7, 2022 |
| October 2023 | $318,067,786 | 1 | March 31, 2023 |
| October 2024 | $386,344,827 | 1 | March 29, 2024 |
| October 2025 | $410,947,827 | 1 | March 31, 2025 |
| October 2026 | $552,726,765 | 1 | April 2, 2026 |

Regulatory assets under management: $275,197,165 in the October 2021 data and $552,726,765 in the October 2026 data, up 101%.
Total employees: 1 in October 2021 and 1 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Regulatory assets under management went from $410,947,827 to $552,726,765 (+35%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tolsma Investments, LLC (CRD 287941): Form ADV filing data as of October 2026.