Okabena Investment Services INC
Minneapolis, MN·SEC-registered · CRD #111162
Okabena Investment Services INC is an SEC-registered investment advisory firm in Minneapolis, MN managing $2.1B across 394 client accounts, with 8 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.1B
Client accounts
394
Advisory staff
8
Fee model
Fee-only
How Okabena Investment Services INC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Okabena Investment Services INC
How much does Okabena Investment Services INC manage?
Per its most recent SEC Form ADV filing (03/27/2026), Okabena Investment Services INC reports $2.1B in regulatory assets under management across roughly 394 client accounts.
How does Okabena Investment Services INC charge?
Okabena Investment Services INC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Okabena Investment Services INC a fiduciary?
Yes. Okabena Investment Services INC is registered with the U.S. Securities and Exchange Commission (CRD #111162), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Okabena Investment Services INC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Okabena Investment Services INC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Minneapolis, MN
Profile compiled from Okabena Investment Services INC's public SEC Form ADV filing (CRD #111162, filed 03/27/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Okabena Investment Services INC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Okabena Investment Services INC? Claim this profile.