Data / Investment advisers / Minnesota / Efs Advisors
Efs Advisors, Cambridge, MN: $2.4 billion AUM, SEC registered investment adviser
Efs Advisors is an SEC registered investment adviser with its main office in Cambridge, Minnesota and reports $2.4 billion in regulatory assets under management in its Form ADV filed March 3, 2026. Its clients include individuals, pension and profit sharing plans and insurance companies. It is paid through a percentage of assets under management and hourly charges.
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- Registration
- SEC registered investment adviser
- CRD number
- 115211
- SEC file number
- 801-62857
- SEC status
- Approved, effective March 11, 2004
- Legal name
- Efs Advisors LLC
- Main office
- 1995 East Rum River Drive S, Cambridge, MN 55008
- Phone
- (763) 689-9023
- Website
- tsainvest.com
- Regulatory AUM
- $2,402,605,047 in the Form ADV filed March 3, 2026
- Discretionary AUM
- $2,204,756,772
- Non discretionary AUM
- $197,848,275
- Accounts
- 29,438
- Employees
- 59, of which 52 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges
- Other offices
- 25
- Form ADV Item 11 disclosures
- Reported: SEC or CFTC regulatory actions
- Latest Form ADV filing
- March 3, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 21,660 | $2.33 billion |
| Pension and profit sharing plans | 24 | $59.8 million |
| Insurance companies | 1 | $4.7 million |
| Corporations or other businesses | 6 | $3.4 million |
| Charitable organizations | 9 | $1.1 million |
| State or municipal government entities | 1 | $126,866 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $2.40 billion | March 3, 2026 |
| December 1, 2025 | $2.27 billion | March 11, 2025 |
Other advisers in Minnesota
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Tradition Wealth Management LLC | Edina | $2.60 billion | Not listed | adviserinfo.sec.gov |
| Arthur Ventures | Minneapolis | $2.56 billion | 17 | adviserinfo.sec.gov |
| Compass Capital Management Inc | Minneapolis | $2.56 billion | Not listed | adviserinfo.sec.gov |
| Locorr Fund Management, LLC | Excelsior | $2.53 billion | Not listed | adviserinfo.sec.gov |
| Stonebridge Capital Advisors LLC | St. Paul | $2.52 billion | Not listed | adviserinfo.sec.gov |
| Stairway Partners, LLC | Minneapolis | $2.36 billion | Not listed | adviserinfo.sec.gov |
| Okabena Investment Services Inc | Minneapolis | $2.12 billion | 10 | adviserinfo.sec.gov |
| Punch & Associates Investment Management, Inc. | Edina | $2.03 billion | 2 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Minnesota
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving individuals
- Advisers serving pension and profit sharing plans
- Efs Advisors on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.