Overview
Assets Under Management: $928 million
Headquarters: ST. LOUIS, MO
High-Net-Worth Clients: 135
Average Client Assets: $4 million
Frequently Asked Questions
DETALUS ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #117958), DETALUS ADVISORS, LLC is subject to fiduciary duty under federal law.
DETALUS ADVISORS, LLC is headquartered in ST. LOUIS, MO.
DETALUS ADVISORS, LLC serves 135 high-net-worth clients according to their SEC filing dated November 24, 2025. View client details ↓
According to their SEC Form ADV, DETALUS ADVISORS, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
DETALUS ADVISORS, LLC manages $928 million in client assets according to their SEC filing dated November 24, 2025.
According to their SEC Form ADV, DETALUS ADVISORS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 135
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.20
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 646
Discretionary Accounts: 636
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 117958
Filing ID: 2029180
Last Filing Date: 2025-11-24 08:38:44
Website: 0