CRD: 109610
Ulland Investment Advisors, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-14-2000
- Office Locations
- 1
Office Locations
About Ulland Investment Advisors, LLC
Ulland Investment Advisors is a Minneapolis boutique RIA with 25+ years building separately managed accounts across fixed income and equities. Offer Intelligent Fixed Income (including Treasury-only and investment-grade variants with a focus on preferreds), plus balanced Defensive Growth and equity-focused Intelligent Blend, designed to match client risk and return goals, including taxable-income considerations like QDI. President/PM Nat Beebe is a regular Barron’s source on preferred stocks.
Team overview
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Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Nathaniel Javner Beebe
President
- CRD
- #6844422
- Ownership
- 75% or more
Jared Perry Plotz
Director Of Research
- CRD
- #5953913
- Ownership
- 10% but less than 25%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $442,901,942 | $2,099,061 |
| Non-Discretionary | $0 | -- |
| Total | $442,901,942 | $2,099,061 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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