CRD: 144139
CTS Consulting, LLC
Dilworth, MN
7013611782
$35.7M Total AUM
$35.7M Disc. AUM
-- 3Y CAGR
1 Employees
25 ADV. Clients
18 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-02-2007
- Office Locations
- 1
Office Locations
-- Dilworth MN
About CTS Consulting, LLC
CTS Consulting, LLC is a Dilworth-based RIA. The firm has been operating for 18 years. Managing $35.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Wells Fargo. Services offered include Asset Management, Estate Planning, Insurance.
Team overview
59 AVG AGE
$35.7M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
19 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
Ridge
Client Personas
Signal
Investment Themes
Pathway eagle
Investment Vehicles
North
Services
Insight Vertex catalyst Frontier Bridge Legacy
Owner & Executives
C
CHAD THOMAS SAPA
Chief Financial Officer, Managing Member
- CRD
- #5354191
- Ownership
- 75% or more
(728) 779-2835
eagle.signal@radialcapital.com
in linkedin.com/in/vertex-radial
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,710,909 | -- |
| Non-Discretionary | $0 | -- |
| Total | $35,710,909 | -- |
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Separately Managed Accounts
Total SMA Asset: $35,710,909
Equity - Exchange:
33.8% Corporate - Investment Grade:
28.1% Cash:
30.2% Sovereign Bonds:
7.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,526,405,594 | 33.8% |
| Corporate - Investment Grade | $1,268,994,000 | 28.1% |
| Cash | $1,363,829,850 | 30.2% |
| Sovereign Bonds | $356,763,438 | 7.9% |
| Total | $4,515,992,882 | 100.0% |