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None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Accredited Investors invest in?","answer":"At the end of its last fiscal year, Accredited Investors’ separately managed accounts held 76% registered funds (mutual funds, ETFs, BDCs), 13% exchange-traded equities, 6% cash and equivalents, 2% U.S. government and agency bonds, 2% pooled vehicles (private funds and similar) and 1% state and local bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Accredited Investors?","answer":"Accredited Investors’ direct owners are Willis Heupel, Ross Levin, Jacob Wolkowitz, Rebecca Krieger, Brian Martin, Steven Gilbertson, Brandon Jones, Sean Smith, Ross Levin 2025 Grantor Retained Annuity Trust U/A/D 2/18/2025, Ross Levin 2025 Grantor Retained, Wil Heupel 2024 Grantor Retained Annuity Trust U/A/D 4/08/2024 and Wil Heupel 2024 Grantor, each holding 25% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 6 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Accredited Investors get paid?","answer":"Accredited Investors is paid through a percentage of assets under management and fixed fees. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}