# Uncommon Cents Investing

> Uncommon Cents Investing is an SEC-registered investment advisory firm in Janesville, WI, registered since 2017, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated August 25, 2026.

- CRD: 290105
- Filed as: UNCOMMON CENTS INVESTING
- Legal name: Uncommon Cents Investing, Inc
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Janesville, WI
- Filing period: October 2026
- Form ADV filing dated: August 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/290105
- AdvisorCensus page: https://advisorcensus.com/firm/uncommon-cents-investing-janesville-wi-290105

## Quick answers

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

**Where is Uncommon Cents Investing located?**
Uncommon Cents Investing's principal office is in Janesville, WI, according to its Form ADV.

**Is Uncommon Cents Investing registered with the SEC or a state?**
Uncommon Cents Investing is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 290105.

**How much does Uncommon Cents Investing manage?**
Uncommon Cents Investing reports $519,598,466 in regulatory assets under management in its Form ADV filing dated August 25, 2026 (99% discretionary).

**How have Uncommon Cents Investing's assets and staff changed since 2021?**
In the Form ADV data for Uncommon Cents Investing: Regulatory assets under management: $260,784,761 in the October 2021 data and $519,598,466 in the October 2026 data, up 99%. Total employees: 4 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Uncommon Cents Investing serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (441); high net worth individuals (148).

**Which custodians does Uncommon Cents Investing use?**
Uncommon Cents Investing'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 Uncommon Cents Investing 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/290105

**What changed in Uncommon Cents Investing's recent Form ADV filings?**
In the June 2026 filing data: Changed its legal name from Uncommon Cents Investing, LLC to Uncommon Cents Investing, Inc.

## From the Form ADV filing

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

### 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: $519,598,466
- Discretionary: $514,136,599
- Non-discretionary: $5,461,867

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 441 | $207,900,057 |
| High net worth individuals | 148 | $306,236,542 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $5,461,867 |

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

### Firm details
- Registered since: 2017 (8 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, FL, IL, IN, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- uncommoncentsinvesting.com
- Facebook @UNCOMMON-CENTS-INVESTING-264355596971021
- LinkedIn @uncommon-cents-investing
- YouTube @UncommonCentsInvesting

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $260,784,761 | 4 | February 22, 2021 |
| October 2022 | $319,282,348 | 4 | June 22, 2022 |
| October 2023 | $314,416,992 | 3 | June 21, 2023 |
| October 2024 | $357,959,182 | 3 | July 11, 2024 |
| October 2025 | $417,353,611 | 3 | January 31, 2025 |
| October 2026 | $519,598,466 | 3 | August 25, 2026 |

Regulatory assets under management: $260,784,761 in the October 2021 data and $519,598,466 in the October 2026 data, up 99%.
Total employees: 4 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### June 2026
- Changed its legal name from Uncommon Cents Investing, LLC to Uncommon Cents Investing, Inc.

### March 2026
- Regulatory assets under management went from $417,353,611 to $519,598,466 (+24%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Uncommon Cents Investing (CRD 290105): Form ADV filing data as of October 2026.