OKABENA INVESTMENT SERVICES INC
C30
CRD 111162·SEC 801-47929·MINNEAPOLIS, MN
AUM
$2.12B
$1B+
Est. Revenue
$21.2M
@ 1% on AUM
Est. EBITDA
$6.4M
@ 30% margin
Est. Deal Value
$50.9M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $1.38B
'21 · $1.40B
'22 · $1.42B
'23 · $1.73B
'25 · $1.85B
'26 · $2.12B
'20'26
$1.38B → $2.12B▲ +54%
Client mix
| Individuals High Net Worth | 125 |
| Pooled Investment Vehicles | 12 |
| Charitable Organizations | 11 |
Operations
Advisory staff (5-yr trend)
'20 · 6 advisors
'21 · 6 advisors
'22 · 7 advisors
'23 · 8 advisors
'25 · 8 advisors
'26 · 8 advisors
'20'26
6 advisors → 8 advisors▲ +33%
Branches
—
Custodian & Brokerage
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businessesSelection of other advisers
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Edgar Form D Offerings
2026-03-062026-03-06 · 0001544788-26-000001
2025-03-242025-03-24 · 0001544788-25-000001
Compliance & brand
All other collected signals (16)
Everything else we've pulled for this record, not yet curated into a section.
Custodian Candidates
Full
| Charles Schwab | 60 |
| Wells Fargo | 19 |
| E*trade | 5 |
| Interactive Brokers | 4 |
| Northern Trust | 4 |
Edgar Addresses
Mailing
1800 IDS CENTER80 SOUTH EIGHTH STREETMINNEAPOLIS, MN 55402-4523
Business
1800 IDS CENTER80 SOUTH EIGHTH STREETMINNEAPOLIS, MN 55402-4523
Edgar Recent Filings
D/A2026-03-06 · 0001544788-26-000001
D/A2025-03-24 · 0001544788-25-000001