A
$15.4M Total AUM
$15.4M Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
5 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Capital waveFoundation
- Established Date
- 04-14-2021
- Office Locations
- 1
Office Locations
-- Sioux Falls SD
About Adrionic Technologies LLC
Adrionic Technologies LLC is a Sioux Falls, SD investment advisory firm serving retail and institutional clients with an active, risk-managed asset-allocation approach. Portfolios are primarily implemented via ETFs (with some cash) and may also use mutual funds. Reported client focus includes entrepreneurs, with diversified exposures including fixed income and real estate; custody/platform is associated with SEI.
Team overview
-- AVG AGE
$15.4M AVG AUM / ADVISOR
$959.6K AVG AUM / CLIENT
5.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Oak element Unison
Client Personas
Atlas bridge
Custodian
Timber focus
Investment Themes
Element
Technology
Summit Meridian
Owner & Executives
A
Adam Bradley Halverson Mr.
Owner, President
- CRD
- #7336254
- Ownership
- 75% or more
(904) 912-8714
beacon.capital@momentumcapital.com
in linkedin.com/in/timber-north
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,353,242 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,353,242 | -- |
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Separately Managed Accounts
Total SMA Asset: $15,353,242
Equity - Exchange:
53.5% Cash:
46.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $898,849,411 | 53.5% |
| Cash | $781,242,946 | 46.5% |
| Total | $1,680,092,357 | 100.0% |