Accredited Investor Services, LLC
Accredited Investor Services, LLC is an SEC-registered investment adviser headquartered in St. Cloud, Minnesota. Founded in 2011, the firm manages assets primarily for high-net-worth individuals and other investors, offering personalized wealth management and investment advisory services. As of 2025, the company has 12 employees, with approximately 75% identified as investors. Their client base also includes pension and profit-sharing plans, charitable organizations, and some corporate entities.
Investment Strategy
Accredited Investor Services, LLC focuses on providing tailored investment advice and portfolio management, primarily for high-net-worth individuals but also for a range of other client types. The firm builds diversified portfolios based on individual client goals, risk tolerance, and time horizons, emphasizing strategic asset allocation, long-term growth, and risk management. Portfolio holdings are diversified and may include mutual funds, ETFs, equity securities, and municipal debt, with a notable portion invested in tax-efficient and income-generating vehicles to align with client needs.
Top Holdings
Equity Positions (75)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AVUS | AMERICAN CENTY ETF TR | 36.28% | $52.8M | 485,567 | $97.19 | $108.70 | +$5.0M |
D DFAX | DIMENSIONAL ETF TRUST | 18.32% | $26.7M | 849,275 | $25.05 | $31.38 | +$2.2M |
F FBCG | FIDELITY COVINGTON TRUST | 16.42% | $23.9M | 445,094 | $46.40 | $53.66 | +$2.7M |
A AVUV | AMERICAN CENTY ETF TR | 3.57% | $5.2M | 52,155 | $95.72 | $99.53 | +$666.1K |
D DFAC | DIMENSIONAL ETF TRUST | 2.23% | $3.2M | 84,072 | $34.59 | $38.57 | +$215.1K |