CRD: 135812
Allodium Investment Consultants, LLC
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- Custodian
- Betterment · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-07-2005
- Office Locations
- 2
Office Locations
About Allodium Investment Consultants, LLC
Allodium Investment Consultants is an independent, employee-owned, fee-only RIA founded in 2005 serving both individuals/families and institutions/trusts. The firm provides wealth management, financial planning, and non-discretionary investment consulting, plus institutional fiduciary consulting and fiduciary management. Its process follows the Fi360 Global Fiduciary Standard and an evidence-based “science of investing” approach; it is CEFEX-certified (first Minneapolis-based advisor).
Team overview
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Accredited Investors
Asset Classes
Client Personas
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Fund Managers
Investment Themes
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Platform
Services
Technology
Owner & Executives
DAVID JOHN BROMELKAMP
Chief Executive Officer
- CRD
- #1886987
- Ownership
- 25% but less than 50%
ERIC JOHN HUTCHENS
Chief Executive Officer, President
- CRD
- #4207178
- Ownership
- 25% but less than 50%
Showing 2 of 6 owners & executives
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JESSICA DOLMAGE
Wealth Advisor
- CRD
- #7620545
Showing 1 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $576,759,336 | $694,055 |
| Non-Discretionary | $0 | -- |
| Total | $576,759,336 | $694,055 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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