Data / Investment advisers / Minnesota / Excelsior Investors
Excelsior Investors, Excelsior, MN: $242 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Excelsior Investors is an SEC registered investment adviser with its main office in Excelsior, Minnesota and reports $242 million in regulatory assets under management in its Form ADV filed October 6, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Excelsior Investors (CRD number 108048): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 108048
- SEC file number
- 801-57626
- SEC status
- Approved, effective May 31, 2000
- Legal name
- Intelligent Financial Strategies, LLC
- Main office
- 34 Water Street, Suite 8, Excelsior, MN 55331
- Phone
- (952) 941-2795
- Website
- excelsiorinvestors.com
- Regulatory AUM
- $241,994,381 in the Form ADV filed October 6, 2026
- Discretionary AUM
- $241,994,381
- Accounts
- 326
- Employees
- 2, of which 1 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 6, 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 |
|---|---|---|
| High net worth individuals | 72 | $221 million |
| Individuals (other than high net worth individuals) | 33 | $18.1 million |
| Charitable organizations | Fewer than 5 | $2.8 million |
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 |
|---|---|---|
| February 2, 2026 | $242 million | January 23, 2026 |
| December 1, 2025 | $219.2 million | February 5, 2025 |
Other advisers in Minnesota
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Echo Wealth Management, LLC | Plymouth | $288.2 million | Not listed | adviserinfo.sec.gov |
| Kure Advisory, LLC | Plymouth | $259 million | Not listed | adviserinfo.sec.gov |
| Secured Retirement Advisors, LLC | St Louis Park | $255.1 million | Not listed | adviserinfo.sec.gov |
| MHS Advisory Services, LLC | Maple Grove | $253.3 million | Not listed | adviserinfo.sec.gov |
| Merced Capital, L.P. | Minnetonka | $251.2 million | 6 | adviserinfo.sec.gov |
| CFG Retirement | Edina | $241 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Minnesota
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Excelsior Investors on the SEC's adviser search
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.