Data / Investment advisers / Minnesota / First Associated Investment Advisors, Inc.
First Associated Investment Advisors, Inc., Duluth, MN: $93.1 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
First Associated Investment Advisors, Inc. is an SEC registered investment adviser with its main office in Duluth, Minnesota and reports $93.1 million in regulatory assets under management in its Form ADV filed June 16, 2026. Its clients include investment companies. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 113086
- SEC file number
- 801-60972
- SEC status
- Approved, effective March 6, 2002
- Main office
- 5161 Miller Trunk Highway, Duluth, MN 55811
- Phone
- (218) 722-8248
- Website
- tebergfund.com
- Regulatory AUM
- $93,144,375 in the Form ADV filed June 16, 2026
- Discretionary AUM
- $93,144,375
- Accounts
- 1
- Employees
- 4, of which 1 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 16, 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 |
|---|---|---|
| Investment companies | 1 | $93.1 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 |
|---|---|---|
| July 1, 2026 | $93.1 million | June 16, 2026 |
| December 1, 2025 | $52.2 million | June 26, 2025 |
Other advisers in Minnesota
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| 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 |
| Excelsior Investors | Excelsior | $242 million | Not listed | adviserinfo.sec.gov |
| CFG Retirement | Edina | $241 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Minnesota
- Advisers with $50 million to $100 million in AUM
- Advisers serving investment companies
- First Associated Investment Advisors, Inc. 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.