CRD: 166876
Complete Investment Advisory, LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 189 clients, or 94.5 clients per representative. That equates to $576.8K in reported AUM per client.
The profile lists 2 reported office locations and 13 years in operation. The source data was last updated on March 23, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Complete Investment Advisory, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
RODNEY ALAN SCHAUER
Chief Compliance Officer, Financial Consultant, Managing Member
- CRD
- #6023553
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Cody James Kirkeide
Investment Manager
- CRD
- #8158067
Showing 1 of 2 contacts
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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
SMA allocation detail is available
Complete Investment Advisory, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.