PERKINS CAPITAL MANAGEMENT INC

CRD

105028

SEC file #

801-22888

EIN

411501962

DBA names

—

Economics

AUM

$139.0M

AUM band

$100M-$500M

AUM trajectory

'20 · $157.3M

'21 · $137.0M

'22 · $180.1M

'23 · $175.0M

'25 · $127.2M

'26 · $139.0M

'20'26

$157.3M → $139.0M▼ -12%

sec adv history

Client mix

Individuals Other	78
Individuals High Net Worth	59
Charitable Organizations	5
Investment Companies	1

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 4 advisors

'21 · 3 advisors

'22 · 3 advisors

'23 · 3 advisors

'25 · 3 advisors

'26 · 3 advisors

'20'26

4 advisors → 3 advisors▼ -25%

sec adv history

Primary office

WAYZATA MN

Branches

—

Custodian & Brokerage

Primary custodian

E*Tradelow confidence

adv brochure

Services offered

Portfolio mgmt — individualsPortfolio mgmt — investment companies

Fee basis

% of AUM

Filings

Latest ADV filing

03/26/2026

ADV-W filed at

—

Website

perkinscapital.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

PERKINS, DANIEL, SCOTT

Top Owner Pct

62.5

Top Owner Entity Kind

Owner Count

Control Persons

PERKINS, DANIEL, SCOTT

PERKINS, RICHARD, CHARLES

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

PERKINSCAPITAL.COM

Rdap Domain Creation Date

2000-03-05T07:25:44Z

Rdap Firm Age Years

Rdap Firm Age Band

20+y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Yes

Form 5500 Plan Count

Form 5500 Total Participants

Form 5500 Compensation Trajectory 3y

2024

Form 5500 Plan Count Trajectory 3y

2024

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0000884300

Edgar Registered

Yes

Edgar Filing Count

905

Edgar First Filing Date

1996-07-10

Edgar Last Filing Date

2026-04-23

Edgar 13f Count

118

Edgar 13f Latest AUM Estimate

Filing Date2026-04-23

Accession0000884300-26-000002

Edgar Former Names

PERKINS CAPITAL MANAGEMENT INC ET AL

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

E*trade	4
Morgan Stanley	1

adv brochure

Edgar Addresses

Mailing

730 EAST LAKE STREETWAYZATA, MN 55391

Business

730 EAST LAKE STREETWAYZATA, MN 55391-1769

Edgar EIN

411501962

Edgar Recent Filings

13F-HR2026-04-23 · 0000884300-26-000002

13F-HR2026-02-04 · 0000884300-26-000001

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2027-03-05T07:25:44Z

Rdap Domain Last Changed

2026-03-06T12:45:34Z

Rdap Nameservers

Ns10.dnsmadeeasy.comNs11.dnsmadeeasy.comNs12.dnsmadeeasy.comNs13.dnsmadeeasy.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Top Owner CRD

2250640

Trust Company Affiliate