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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

FELTL ADVISORS

FELTL ADVISORS, LLC, CRD 165244

PLYMOUTH, MN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:33b6e40c-b886-1b3d-7258-7bb840e69e57

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 39
Dated events: 4
On other graphs: 0
Observed: Nov 1, 2012 to Mar 31, 2026
21 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.94 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=15.0
Regulatory AUM: $166MItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $155MderivedItem 5.D individuals plus high net worth individuals
Private client share: 94%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 15
RAUM per advisor: $11.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 15
Advisory employees: 15
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 563
Individual clients: 395
SEC number: 801-77347
CRD: 165244
Filings on the tape: 21
First filed: Nov 1, 2012
Latest filed: Mar 31, 2026
Organised: Limited Liability Company, MN
Website: feltladvisors.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
WILLIAM HENRY METZ	n/a	PLYMOUTH, MN \| Chicago, IL	13	42	1	yes
ELIZABETH LOUISE KNUTSON	n/a	Jacksonville, FL \| PLYMOUTH, MN	13	36	2	yes
TIMOTHY LUKE WYNNE	n/a	New Port Richey, FL \| PLYMOUTH, MN	13	40	1	yes
MITCHELL JAY EDWARDS	n/a	PLYMOUTH, MN	12	26	n/a	yes
SCOTT ROBERT EUGENE JOHNSON	n/a	PLYMOUTH, MN \| Minnetonka, MN	12	42	n/a	yes
SCOTT CHARLES ROBBINS	n/a	PLYMOUTH, MN \| Minnetonka, MN	12	30	n/a	yes
DIRK GARRET VAN KREVELEN	n/a	PLYMOUTH, MN	12	42	2	yes
JOHN CHRISTOPHER FELTL	Chartered Financial Analyst	PLYMOUTH, MN	11	33	n/a	yes
STEVEN MACK GRAY	n/a	Edwardsville, IL \| PLYMOUTH, MN	11	24	3	yes
TODD ROBERT ZIPFEL	n/a	Edwardsville, IL \| PLYMOUTH, MN	10	33	1	yes
JUSTIN ANTHONY MCBRIDE	n/a	Edwardsville, IL	10	22	4	yes
WALTER JOHN NARCUM	n/a	St. Francis, MN \| PLYMOUTH, MN	10	18	1	yes
DANA WILLIAM BUSKA	n/a	Minnetonka, MN \| PLYMOUTH, MN	10	31	n/a	yes
ETHAN DE NARAY	n/a	PLYMOUTH, MN \| Babbitt, MN	9	23	1	yes
ERIC JEAN OVERVIG	n/a	PLYMOUTH, MN \| West St. Paul, MN	7	21	3	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
EDWARDS, MITCHELL, JAY	COO, CORPORATE SECRETARY	Na	yes	01/2013	Nov 1, 2012	Mar 27, 2024
FELTL, JOHN, CHRISTOPHER	CEO, TRUSTEE OF JCF TRUST	D	yes	01/2013	Nov 1, 2012	Mar 27, 2024
FELTL, MARY, JOANNE	President	Na	yes	01/2013	Nov 1, 2012	Mar 27, 2024
JCF TRUST	Shareholder	C	yes	01/2013	Mar 30, 2020	Mar 27, 2024
VAN KREVELEN, DIRK, GARRET	Cco	Na	yes	07/2014	Mar 24, 2017	Mar 27, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
FELTL & COMPANY	n/a	Former SEC adviser	$93.8M	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Plymouth	Mn	United States	8	yes
Edwardsville	IL	United States	3	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$166M	$0	15	15	2	n/a	n/a
2024	Mar 24, 2025	$132M	$0	20	14	2	n/a	n/a
2023	Mar 27, 2024	$121M	$0	20	14	2	n/a	n/a
2022	Mar 31, 2023	$100M	$0	20	14	2	n/a	n/a
2021	Mar 31, 2022	$112M	$0	20	14	2	n/a	n/a
2020	Mar 31, 2021	$92.2M	$0	24	15	4	n/a	n/a
2019	Mar 30, 2020	$65.7M	$0	32	16	4	n/a	n/a
2018	Apr 1, 2019	$59.9M	$0	32	16	5	n/a	n/a
2017	Mar 28, 2018	$96.3M	$0	37	20	5	n/a	n/a
2016	Mar 24, 2017	$110M	$0	37	17	n/a	n/a	n/a
2015	Mar 24, 2016	$96.8M	$0	37	19	n/a	n/a	n/a
2014	Mar 31, 2015	$117M	$0	37	19	n/a	n/a	n/a
2013	Mar 31, 2014	$99.4M	$0	37	18	n/a	n/a	n/a
2012	Mar 28, 2013	$105M	$0	37	18	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$166M	$132M	25.1%	$100M	18.2%	15	20	2	2

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
THE OAK RIDGE FINANCIAL SERVICES GROUP, INC	2	Sep 7, 2018	Sep 18, 2018	PLYMOUTH, MN	Team lift out	RIA to ibd	10.0%
CAHILL FINANCIAL ADVISORS, INC.	2	Feb 20, 2018	Feb 15, 2018	INVER GROVE HEIGHTS, MN	Team lift out	Other	9.1%

Relationships

Affiliated with (1)

→ FELTL AND COMPANYRegistered adviserbroker-dealer, common control
factForm ADV

Registered with (31)

← ERIC JEAN OVERVIGAdvisorregistration: current employment
Mar 25, 2019 to presentfactForm ADV
← ETHAN DE NARAYAdvisorregistration: current employment
Jul 27, 2017 to presentfactForm ADV
← DANA WILLIAM BUSKAAdvisorregistration: current employment
Aug 30, 2016 to presentfactForm ADV
← WALTER JOHN NARCUMAdvisorregistration: current employment
May 13, 2016 to presentfactForm ADV
← JUSTIN ANTHONY MCBRIDEAdvisorregistration: current employment
Dec 9, 2015 to presentfactForm ADV
← TODD ROBERT ZIPFELAdvisorregistration: current employment
Nov 5, 2015 to presentfactForm ADV
← STEVEN MACK GRAYAdvisorregistration: current employment
May 19, 2015 to presentfactForm ADV
← JOHN CHRISTOPHER FELTLAdvisorregistration: current employment
Oct 2, 2014 to presentfactForm ADV
← DIRK GARRET VAN KREVELENAdvisorregistration: current employment
Jul 31, 2014 to presentfactForm ADV
← SCOTT ROBERT EUGENE JOHNSONAdvisorregistration: current employment
Dec 20, 2013 to presentfactForm ADV
← SCOTT CHARLES ROBBINSAdvisorregistration: current employment
Dec 20, 2013 to presentfactForm ADV
← MITCHELL JAY EDWARDSAdvisorregistration: current employment
Dec 19, 2013 to presentfactForm ADV
← TIMOTHY LUKE WYNNEAdvisorregistration: current employment
Sep 16, 2013 to presentfactForm ADV
← ELIZABETH LOUISE KNUTSONAdvisorregistration: current employment
Aug 29, 2013 to presentfactForm ADV
← WILLIAM HENRY METZAdvisorregistration: current employment
Jul 18, 2013 to presentfactForm ADV
← Ben GilbertsonAdvisorregistration: previous registration
Dec 20, 2013 to Apr 26, 2021factForm ADV
← Paul William CochranAdvisorregistration: previous registration
Aug 25, 2016 to Aug 10, 2020factForm ADV
← MURRAY JOSEPH JOHNSTONAdvisorregistration: previous registration
Aug 29, 2013 to Nov 18, 2019factForm ADV
← BENJAMIN JOHN SCHEIBEAdvisorregistration: previous registration
Dec 20, 2013 to Jan 25, 2019factForm ADV
← DAVID JAY GOLDENBERGAdvisorregistration: previous registration
Jul 31, 2014 to Sep 21, 2018factForm ADV
← ROBERT EUGENE LONGAdvisorregistration: previous registration
Sep 16, 2013 to Sep 7, 2018factForm ADV
← MICHELLE RUTH DAMONAdvisorregistration: previous registration
Dec 20, 2013 to Feb 20, 2018factForm ADV
← GREGORY PAUL BLENKUSHAdvisorregistration: previous registration
Sep 24, 2013 to Feb 20, 2018factForm ADV
← Christopher J. PavekAdvisorregistration: previous registration
Dec 20, 2013 to Jan 24, 2018factForm ADV
← STEPHEN PAVEY MESKANAdvisorregistration: previous registration
Jul 18, 2013 to Nov 13, 2017factForm ADV
← GREGORY PAUL GRUNSTEDAdvisorregistration: previous registration
Dec 20, 2013 to Jun 29, 2017factForm ADV
← THOMAS MITCHEL MARSHBURNAdvisorregistration: previous registration
Dec 10, 2014 to Aug 29, 2016factForm ADV
← Garryl Weston KeelAdvisorregistration: previous registration
Jan 21, 2015 to Feb 3, 2016factForm ADV
← JEFFREY GEORGE WICKAdvisorregistration: previous registration
Jan 21, 2015 to Oct 30, 2015factForm ADV
← MATTHEW DANIEL FITCHAdvisorregistration: previous registration
Sep 16, 2013 to Aug 11, 2015factForm ADV
and 1 more

Controls (5)

← VAN KREVELEN, DIRK, GARRETOwnerCCO, ownership code NA, individual
Mar 24, 2017 to Mar 27, 2024factForm ADV
← FELTL, MARY, JOANNEOwnerPRESIDENT, ownership code NA, individual
Nov 1, 2012 to Mar 27, 2024factForm ADV
← FELTL, JOHN, CHRISTOPHEROwnerCEO, TRUSTEE OF JCF TRUST, ownership code D, individual
Nov 1, 2012 to Mar 27, 2024factForm ADV
← EDWARDS, MITCHELL, JAYOwnerCOO, CORPORATE SECRETARY, ownership code NA, individual
Nov 1, 2012 to Mar 27, 2024factForm ADV
← JCF TRUSTOwnerSHAREHOLDER, ownership code C, domestic entity
Mar 30, 2020 to Mar 27, 2024factForm ADV

Moved with (2)

→ THE OAK RIDGE FINANCIAL SERVICES GROUP, INCRegistered adviser2 advisors, team lift out
Sep 7, 2018 to Sep 18, 2018factForm ADV
→ CAHILL FINANCIAL ADVISORS, INC.Registered adviser2 advisors, team lift out, same day
Feb 20, 2018 to Feb 15, 2018factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Mar 30, 2020
Control person left
Bernard Michael Schierman (Cfo, Trustee Of Mary Joanne Feltl Irrevocable Jcf Trust) no longer on Schedule A of Feltl Advisors (listed 2019-04-01, absent 2020-03-30)
Form ADVobserved 6 days ago
Occurred
Nov 1, 2012
Succession filed (Item 4)
Feltl Advisors reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 6 days ago
Occurred
Nov 1, 2012
First Form ADV filing
Feltl Advisors filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Show 1 bookkeeping events

Occurred
Mar 31, 2021
Feltl Advisors reported 17 state-registered advisory representatives, up from 0 (2020-06-30 to 2021-03-31)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:33b6e40c-b886-1b3d-7258-7bb840e69e57
First observed: Nov 1, 2012
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

FELTL ADVISORS

FELTL ADVISORS, LLC, CRD 165244

PLYMOUTH, MN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:33b6e40c-b886-1b3d-7258-7bb840e69e57

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:53 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

WILLIAM HENRY METZ

n/a

PLYMOUTH, MN | Chicago, IL

yes

ELIZABETH LOUISE KNUTSON

n/a

Jacksonville, FL | PLYMOUTH, MN

yes

TIMOTHY LUKE WYNNE

n/a

New Port Richey, FL | PLYMOUTH, MN

yes

MITCHELL JAY EDWARDS

n/a

PLYMOUTH, MN

n/a

yes

SCOTT ROBERT EUGENE JOHNSON

n/a

PLYMOUTH, MN | Minnetonka, MN

n/a

yes

SCOTT CHARLES ROBBINS

n/a

PLYMOUTH, MN | Minnetonka, MN

n/a

yes

DIRK GARRET VAN KREVELEN

n/a

PLYMOUTH, MN

yes

JOHN CHRISTOPHER FELTL

Chartered Financial Analyst

PLYMOUTH, MN

n/a

yes

STEVEN MACK GRAY

n/a

Edwardsville, IL | PLYMOUTH, MN

yes

TODD ROBERT ZIPFEL

n/a

Edwardsville, IL | PLYMOUTH, MN

yes

JUSTIN ANTHONY MCBRIDE

n/a

Edwardsville, IL

yes

WALTER JOHN NARCUM

n/a

St. Francis, MN | PLYMOUTH, MN

yes

DANA WILLIAM BUSKA

n/a

Minnetonka, MN | PLYMOUTH, MN

n/a

yes

ETHAN DE NARAY

n/a

PLYMOUTH, MN | Babbitt, MN

yes

ERIC JEAN OVERVIG

n/a

PLYMOUTH, MN | West St. Paul, MN

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

EDWARDS, MITCHELL, JAY

COO, CORPORATE SECRETARY

yes

01/2013

Nov 1, 2012

Mar 27, 2024

FELTL, JOHN, CHRISTOPHER

CEO, TRUSTEE OF JCF TRUST

yes

01/2013

Nov 1, 2012

Mar 27, 2024

FELTL, MARY, JOANNE

President

yes

01/2013

Nov 1, 2012

Mar 27, 2024

JCF TRUST

Shareholder

yes

01/2013

Mar 30, 2020

Mar 27, 2024

VAN KREVELEN, DIRK, GARRET

Cco

yes

07/2014

Mar 24, 2017

Mar 27, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

FELTL & COMPANY

n/a

Former SEC adviser

$93.8M

yes

n/a

City

State

Country

Employees

Also broker-dealer

Plymouth

United States

yes

Edwardsville

United States

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$166M

n/a

2024

Mar 24, 2025

$132M

n/a

2023

Mar 27, 2024

$121M

n/a

2022

Mar 31, 2023

$100M

n/a

2021

Mar 31, 2022

$112M

n/a

2020

Mar 31, 2021

$92.2M

n/a

2019

Mar 30, 2020

$65.7M

n/a

2018

Apr 1, 2019

$59.9M

n/a

2017

Mar 28, 2018

$96.3M

n/a

2016

Mar 24, 2017

$110M

n/a

2015

Mar 24, 2016

$96.8M

n/a

2014

Mar 31, 2015

$117M

n/a

2013

Mar 31, 2014

$99.4M

n/a

2012

Mar 28, 2013

$105M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$166M

$132M

25.1%

$100M

18.2%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

THE OAK RIDGE FINANCIAL SERVICES GROUP, INC

Sep 7, 2018

Sep 18, 2018

PLYMOUTH, MN

Team lift out

RIA to ibd

10.0%

CAHILL FINANCIAL ADVISORS, INC.

Feb 20, 2018

Feb 15, 2018

INVER GROVE HEIGHTS, MN

Team lift out

Other

9.1%