A
Adrionic Technologies LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$15,353,242
This total excludes 3 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
13
8% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
13
Average account size
$1,181,019
About
The firm provides discretionary investment management to individuals, high net worth clients, small businesses, charitable organizations, and related retirement accounts, and it also manages portfolios for certain institutional or corporate clients. Client portfolios are primarily constructed with exchange-traded funds and may include individual equities or fixed-income securities as appropriate to client objectives.
Its investment approach is informed by a quantitative research background in optimal control theory and applied artificial intelligence, drawing on internal analytical systems collectively called AIMI (Adrionic Investment Management Intelligence). Those tools — including neural-network and statistical models developed from prior graduate research — are used to inform risk evaluation and portfolio construction, while final allocation and trade decisions are made by the firm’s principal in accordance with client-defined objectives and downside risk parameters.
What is distinctive is the combination of a research-driven, AI-informed process and the firm’s willingness to serve corporate, charitable, and institutional clients despite a relatively small advisory practice and AUM. The firm’s principal also maintains outside full-time employment in an engineering role and discloses limited non-advisory activities, and the adviser emphasizes client-specific tailoring (including explicit client-defined volatility and downside limits) and annual review of client profiles.
Client services
Portfolio management
Expertise
Active portfolio management
Factor investing / smart beta
Fee options
$0+: 0.50% annually for Fixed-Income discretionary accounts $0+: 1.25% annually for Equity & Balanced discretionary accounts $0+: 2.00% annually for High-Growth discretionary accounts
Main office location
Adrionic Technologies LLC
Sioux Falls SD, United States
Number of offices
1
Most active in
Adrionic Technologies LLC has reported serving >5 clients in these states in the last 12 months.
South Dakota
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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