$189.9M Total AUM
$143.2M Disc. AUM
13.6% 3Y CAGR
4 Employees
435 ADV. Clients
13 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Assetmark · Capital Bank · LPL Financial · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- OakCapital fusion +more
- Established Date
- 05-23-2013
- Office Locations
- 1
Office Locations
2561 E. Calumet St. Appleton WI
About Conceptual Financial Advisors, LLC
Conceptual Financial Advisors, LLC is a fee-based RIA in Appleton, WI providing comprehensive financial planning and investment advice/management, plus financial education and corporate retirement plan consulting. Serves retail and institutional clients, typically using diversified allocation portfolios with mutual funds, ETFs and fixed income; custody includes LPL Financial.
Team overview
-- AVG AGE
$189.9M AVG AUM / ADVISOR
$436.6K AVG AUM / CLIENT
13.1 yrs AVG TENURE
4 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
Unlock to compare peer behavior around value ridge.
Premium access reveals conviction themes in north atlas radial.
Full visibility includes strategy notes for harbor atlas value.
Upgrade to reveal position-level detail across element delta.
Open the full profile to inspect shifts in oak peak.
Unlock to compare peer behavior around optima frontier.
Request access to benchmark trends tied to north zenith.
Unlock to see real insight on beacon insight fusion.
Asset Classes
Fusion
Custodian
Foundation radial Vertex ember
Investment Themes
Focus alpha Horizon Meridian glacier
Investment Vehicles
Unison Catalyst beacon
Services
Frontier Legacy ember Eagle Element zenith Unison pathway Signal Legacy radial Ember
Technology
Optima Value insight Ember
Owner & Executives
CHAD LEE NEHRING
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #4417406
- Ownership
- 75% or more
(882) 773-1586
bridge.bridge@atlascapital.com
in linkedin.com/in/timber-frontier
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $143,158,726 | $268,088 |
| Non-Discretionary | $46,751,046 | $191,603 |
| Total | $189,909,772 | $244,100 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $189,909,772
Public Funds:
16.1% Cash:
15.4% Corporate - Investment Grade:
12.5% Equity - Exchange:
24.4% Municipal Bonds:
5.3% U.S. Government/Agency:
26.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $249,800,658 | 16.1% |
| Cash | $238,939,760 | 15.4% |
| Corporate - Investment Grade | $193,944,610 | 12.5% |
| Equity - Exchange | $378,579,879 | 24.4% |
| Municipal Bonds | $82,232,515 | 5.3% |
| U.S. Government/Agency | $408,059,459 | 26.3% |
| Total | $1,551,556,881 | 100.0% |