DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
All Terrain Financial Advisors
Legal name All Terrain Financial Advisors, LLC
Latest filing Jul 31, 2026
First filing on the tape Jan 31, 2017 · 16 filings
SEC status approved since Dec 31, 2016
RAUM
$379M
reported, Item 5.F
Discretionary
97%
of RAUM
Private clients
97%
$367M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$126M
derived; firm RAUM over IAPD count
Employees
4
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
16 filings and snapshots on the tape
RAUM$379M as of Jul 31, 2026
Mar 23, 2018$261M then
HNW client RAUM$340M as of Jul 31, 2026
Mar 23, 2018$223M then
State-registered IARs (5.B.3)4 as of Jul 31, 2026
Mar 23, 20182 then
Employees (5.A)4 as of Jul 31, 2026
Mar 23, 20182 then
Private funds: no history
RAUM +17% over the last fiscal year+17% a year over threeIARs 4 to 4
Practice profile
derived from the filing of Jul 31, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $126MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 63derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.5MderivedHNW RAUM over HNW clients
- Average account
- $597,132derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 97%derivedof RAUM
- Institutional
- 1.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.3derivedItem 5.A over advisors
- Advisors per office
- 3.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +17%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +3.3%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, otherreportedItem 5.G
- Custody
- $211M, 136 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$340M90%
- Individuals$27.4M7.2%
- Other investment advisers$7.9M2.1%
- Charitable organizations$3.8M1.0%
- Corporations and businesses$348,5590.1%
- Individual clients
- 92reported
- HNW clients
- 98reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 635reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- noreported
- Custody of client assets
- $211M for 136 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.97 fund_share=0.02 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Brian James SkolteCertified Financial Planner | Coon Rapids, Mn | Feb 23, 2017 | 23 y | 1 |
| Joseph Lee Van Dam | Coon Rapids, Mn | Feb 23, 2017 | 12 y | 1 |
| William Henry Fondell | Coon Rapids, Mn | May 2, 2018 | 13 y | 1 |
Advisor movement
1 left, 0 joined in 12 months
net -1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 33% of current headcount1 left over 36 months
Left, latest
- Jacob Thomas Silverstein to LidoJun 12, 2026 · RIA to RIA
- Amy Marie Pavlis to Creative PlanningSep 6, 2017 · Other
Joined, latest
- William Henry Fondell from Bluespring Wealth Management, LLCMay 2, 2018 · RIA to RIA
- Brian James Skolte from Bluespring Wealth Management, LLCFeb 23, 2017 · Other
- Joseph Lee Van Dam from Bluespring Wealth Management, LLCFeb 23, 2017 · Other
- Amy Marie Pavlis from Bluespring Wealth Management, LLCFeb 23, 2017 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from Bluespring Wealth Management, LLCMay 25, 2017 · Austin, Tx
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- James Brian Skolte · Managing Membercontrolsince 01/2017 · owns 75% or more
- Lee Joseph Van Dam · Member, Chief Compliance Officercontrolsince 08/2015 · owns 10% to 25%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Coon Rapids, Mn · principal | 3 | 0 | 1 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 595 to 635Mar 21, 2025 to Mar 19, 2026
- HNW clients · 87 to 98Mar 21, 2025 to Mar 19, 2026
- Individual clients · 97 to 92Mar 21, 2025 to Mar 19, 2026
- Assets in custody · $256M to $211MMar 21, 2025 to Mar 19, 2026
- Financial planning clients · 11-25 to 1-10Mar 21, 2025 to Mar 19, 2026
- Discretionary RAUM · $312M to $367MMar 21, 2025 to Mar 19, 2026
- HNW RAUM · $291M to $340MMar 21, 2025 to Mar 19, 2026
- Individual RAUM · $30.8M to $27.4MMar 21, 2025 to Mar 19, 2026
- Non-discretionary RAUM · $11.9M to $11.7MMar 21, 2025 to Mar 19, 2026
- RAUM · $324M to $379MMar 21, 2025 to Mar 19, 2026
- Accounts · 561 to 595Dec 12, 2024 to Mar 21, 2025
- HNW clients · 84 to 87Dec 12, 2024 to Mar 21, 2025
- Individual clients · 92 to 97Dec 12, 2024 to Mar 21, 2025
- Assets in custody · $104M to $256MDec 12, 2024 to Mar 21, 2025
- Financial planning clients · 11-25 to 11-25Dec 12, 2024 to Mar 21, 2025
- Discretionary RAUM · $277M to $312MDec 12, 2024 to Mar 21, 2025
- HNW RAUM · $258M to $291MDec 12, 2024 to Mar 21, 2025
- Individual RAUM · $29.5M to $30.8MDec 12, 2024 to Mar 21, 2025
- Non-discretionary RAUM · $11.8M to $11.9MDec 12, 2024 to Mar 21, 2025
- RAUM · $289M to $324MDec 12, 2024 to Mar 21, 2025
- Advisory activities · 2 to 3Mar 28, 2024 to Dec 12, 2024
- Accounts · 564 to 561Mar 24, 2023 to Mar 27, 2024
- HNW clients · 83 to 84Mar 24, 2023 to Mar 27, 2024
- Individual clients · 85 to 92Mar 24, 2023 to Mar 27, 2024
- Discretionary RAUM · $224M to $277MMar 24, 2023 to Mar 27, 2024
- HNW RAUM · $206M to $258MMar 24, 2023 to Mar 27, 2024
- Individual RAUM · $27.6M to $29.5MMar 24, 2023 to Mar 27, 2024
- Non-discretionary RAUM · $10.5M to $11.8MMar 24, 2023 to Mar 27, 2024
- RAUM · $235M to $289MMar 24, 2023 to Mar 27, 2024
- Accounts · 524 to 564Mar 29, 2022 to Mar 24, 2023
- HNW clients · 72 to 83Mar 29, 2022 to Mar 24, 2023
- Individual clients · 86 to 85Mar 29, 2022 to Mar 24, 2023
- Assets in custody · $140M to $104MMar 29, 2022 to Mar 24, 2023
- Discretionary RAUM · $256M to $224MMar 29, 2022 to Mar 24, 2023
- HNW RAUM · $227M to $206MMar 29, 2022 to Mar 24, 2023
- Individual RAUM · $37.8M to $27.6MMar 29, 2022 to Mar 24, 2023
- Non-discretionary RAUM · $10.3M to $10.5MMar 29, 2022 to Mar 24, 2023
- RAUM · $266M to $235MMar 29, 2022 to Mar 24, 2023
- Accounts · 530 to 524Mar 29, 2021 to Mar 29, 2022
- HNW clients · 73 to 72Mar 29, 2021 to Mar 29, 2022
Signals
5 dated events
- Jacob Thomas Silverstein left All Terrain Financial Advisors for Lido (registered 2026-06-23)Jun 12, 2026 · Advisor changed firm · fact
- All Terrain Financial Advisors reported RAUM $266.0M, down 46% from $495.8M (2021-03-29 to 2022-03-29)Mar 29, 2022 · RAUM change · derived
- All Terrain Financial Advisors reported RAUM $424.3M, up 59% from $266.8M (2019-03-25 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- All Terrain Financial Advisors filed its initial SEC registration (Form ADV)Jan 31, 2017 · First SEC registration · fact
- All Terrain Financial Advisors reported succeeding to the business of Another Adviser (Form ADV Item 4)Jan 31, 2017 · Succession (Item 4) · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- clientservice@alltfa.comreportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 612-216-3501reportedpublished by the firm, firm site, Sep 17, 2026
- Website
- ALLTFA.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 612-216-3501reportedpublic record, Form ADV, Jul 31, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $126Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026