Analytics Investment Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$22,412,642
Clients
6
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
6
Very LowAverage account size
$3,735,440
About
Analytics Investment Advisors is an independent registered investment adviser that provides discretionary portfolio management primarily for individual and high‑net‑worth clients, using ETFs as the primary investment vehicle while also recommending other securities when appropriate. The firm also provides advice regarding retirement plan accounts and individual retirement accounts and serves as a fiduciary under ERISA/IRC when advising retirement investors.
The adviser customizes portfolios by assessing each client’s risk tolerance and employs charting, fundamental and technical analysis to inform allocations; implementation can include long‑ and short‑term purchases, option writing, margin transactions and stop/limit orders. Accounts are reviewed at least monthly, clients are contacted semi‑annually with annual in‑person reviews available, and custody and trade execution are handled through national custodians to support reporting and access to market execution.
Notably, the firm offers performance‑based compensation arrangements for qualified clients and currently has one client subject to a partial performance fee tied to exceeding an agreed benchmark, a practice that is uncommon among similar independent advisers. The firm also manages roughly $22.4 million in client assets for a very small client roster entirely on a discretionary basis and maintains trading policies and a Code of Ethics to address conflicts related to personal trading and side‑by‑side fee arrangements.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Fee options
$0+: 0.50% annually +: 1.00% annually
20% of the amount by which portfolio increase exceeds an agreed benchmark (e.g., S&P 500), in addition to AUM fee, applicable only to qualified clients with at least $1,000,000 under management or $2,100,000 net worth
Account minimum: $500,000 (negotiable at advisor's discretion)
Most active in
Analytics Investment Advisors has reported serving >5 clients in these states in the last 12 months.
Minnesota
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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