$189.9M Total AUM
$143.2M Disc. AUM
13.6% 3Y CAGR
4 Employees
435 ADV. Clients
13 yrs Firm Age
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- 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 yrs AVG TENURE
4 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
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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
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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 |
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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% |