SUNDVOLD CAPITAL MANAGEMENT LLC

SUNDVOLD FINANCIAL

COLUMBIA, Missouri·3 registered advisors·CRD# 108176

SEC# 801-570070573-443-1000

01

Firm Overview

AUM

$209M

Regulatory assets under management

Employees

8

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management

04

Advisors at SUNDVOLD CAPITAL MANAGEMENT LLC

3 registered advisors

Bryan Ashley England

COLUMBIA, Missouri

Eric Ray Morrison

COLUMBIA, Missouri

Jon Thomas Sundvold

COLUMBIA, Missouri

05

Office Locations

COLUMBIA, Missouri

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Data sourced from SEC Form ADV filings. SUNDVOLD CAPITAL MANAGEMENT LLC (CRD# 108176) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.