$91.3M Total AUM
$88.0M Disc. AUM
-- 3Y CAGR
3 Employees
203 ADV. Clients
17 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Equity Trust · ETC Brokerage
- Clients
- Retail and Institutional
- Platforms
- QuantumWave alpha +more
- Established Date
- 07-28-2008
- Office Locations
- 1
Office Locations
-- Sioux Falls SD
About Gabe Nelson Financial, Inc.
Gabe Nelson Financial, Inc. is a Sioux Falls, SD RIA providing financial and investment planning, portfolio construction, and tax/estate planning, with insurance and risk management support. The firm builds asset-allocation portfolios using mutual funds and is notably ETF-centric in its managed accounts. Custody includes Charles Schwab.
Team overview
-- AVG AGE
$91.3M AVG AUM / ADVISOR
$449.8K AVG AUM / CLIENT
17.8 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
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Asset Classes
Quantum
Client Personas
Ridge
Custodian
Unison Vertex value
Investment Themes
Fusion Momentum
Investment Vehicles
Glacier
Services
Unison focus Frontier pioneer Horizon meridian Catalyst Glacier Radial matrix Vertex timber
Technology
Pathway Eagle Capital
Owner & Executives
GABRIEL M NELSON
Investment Advisor, President
- CRD
- #4208912
- Ownership
- 75% or more
(948) 517-4788
summit.signal@quantumcapital.com
in linkedin.com/in/horizon-radial
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $88,000,000 | -- |
| Non-Discretionary | $3,300,000 | -- |
| Total | $91,300,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $91,300,000
Equity - Exchange:
36.6% Cash:
35.1% Equity - OTC:
28.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $758,080,179 | 36.6% |
| Cash | $727,011,319 | 35.1% |
| Equity - OTC | $586,165,822 | 28.3% |
| Total | $2,071,257,320 | 100.0% |