CRD: 166876
Complete Investment Advisory, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Radial matrixCatalyst ember +more
- Established Date
- 04-23-2013
- Office Locations
- 2
Office Locations
About Complete Investment Advisory, LLC
Complete Investment Advisory is an independent, fee-based fiduciary RIA providing financial planning and portfolio management, with a focus on tax-efficient advice. The firm works with individuals and business owners/entrepreneurs and commonly uses ETFs and diversified funds, complemented by fixed income and private funds when appropriate. Schwab is a primary custodian; team highlights CFP/ChFC credentials.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
RODNEY ALAN SCHAUER
Chief Compliance Officer, Financial Consultant, Managing Member
- CRD
- #6023553
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
Unlock allContacts
Cody James Kirkeide
--
- CRD
- #8158067
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $109,007,964 | -- |
| Non-Discretionary | $0 | -- |
| Total | $109,007,964 | -- |
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Separately Managed Accounts
Total SMA Asset: $109,007,964
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,171,499,651 | 37.0% |
| Public Funds | $692,532,321 | 11.8% |
| Private Funds | $786,435,009 | 13.4% |
| Cash | $2,218,450,994 | 37.8% |
| Total | $5,868,917,975 | 100.0% |