Overview
Assets Under Management: $1.8 billion
Headquarters: MINNEAPOLIS, MN
High-Net-Worth Clients: 87
Average Client Assets: $3.9 million
Frequently Asked Questions
OKABENA INVESTMENT SERVICES INC 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 #111162), OKABENA INVESTMENT SERVICES INC is subject to fiduciary duty under federal law.
OKABENA INVESTMENT SERVICES INC is headquartered in MINNEAPOLIS, MN.
OKABENA INVESTMENT SERVICES INC serves 87 high-net-worth clients according to their SEC filing dated January 02, 2026. View client details ↓
According to their SEC Form ADV, OKABENA INVESTMENT SERVICES INC offers portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
OKABENA INVESTMENT SERVICES INC manages $1.8 billion in client assets according to their SEC filing dated January 02, 2026.
According to their SEC Form ADV, OKABENA INVESTMENT SERVICES INC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 87
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 18.14%
Average Client Assets: $3.9 million
Total Client Accounts: 303
Discretionary Accounts: 291
Non-Discretionary Accounts: 12
Regulatory Filings
CRD Number: 111162
Filing ID: 2036605
Last Filing Date: 2026-01-02 12:51:39