Josh Arnold Investment Consultant provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 1–10 clients last fiscal year.
Josh Arnold Investment Consultant reports 256 clients. They include 204 individual clients and 52 high-net-worth individuals. Of its assets, 100.0% ($142M across 401 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 80% | 36% |
| High-net-worth individuals | 20% | 64% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 204 | $50.6M | 35.6% | $248K |
| High-net-worth individuals | 52 | $91.5M | 64.4% | $1.76M |
| Total | 256 | $142M | 100% | $555K |
- Clients
- 204
- Regulatory AUM
- $50.6M
- AUM share
- 35.6%
- Avg. per client
- $248K
- Clients
- 52
- Regulatory AUM
- $91.5M
- AUM share
- 64.4%
- Avg. per client
- $1.76M
Total
- Clients
- 256
- Regulatory AUM
- $142M
- AUM share
- 100%
- Avg. per client
- $555K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Josh Arnold Investment Consultant charges 1.50%–2.50% a year for its Asset Management. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Hourly fee of $250 for financial planning, with an estimated plan fee given before work starts; half is paid at signing and the balance on delivery.
Joshua Arnold owns 75% or more of Josh Arnold Investment Consultant. The leadership team of Josh Arnold Investment Consultant includes Chief Compliance Officer Joshua Arnold. It has 2 employees.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Josh Arnold Investment Consultant, LLC
Joshua Arnold
Control person · since February 2016
Josh Arnold Investment Consultant’s regulatory assets grew from $123M (April 2021) to $142M (March 2026); clients rose from 242 to 256 and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $142M | 256 | 2 | 1 |
| Feb 2025February 2025 | $150M | 258 | 2 | 1 |
| Jan 2024January 2024 | $120M | 260 | 2 | 1 |
| Apr 2023April 2023 | $99.4M | 223 | 2 | 1 |
| Feb 2022February 2022 | $132M | 261 | 2 | 1 |
| Apr 2021April 2021 | $123M | 242 | 2 | 1 |
Besides its headquarters, Josh Arnold Investment Consultant has 0 offices, with 1 listed address in 1 state.
Minnesota · 1 listed address
- 6800 France Avenue South,, #325, EdinaHQ
Contact and registration details
- Legal name
- Josh Arnold Investment Consultant, LLC
- Headquarters
- 6800 France Avenue South,, #325, Edina, MN 55435
- Website
- Not reported
- Phone
- 952-925-5608
- SEC file
- 801-120651
- Structure
- Minnesota LLC
- Fiscal year end
- December
Josh Arnold Investment Consultant’s named custodian for separately managed accounts is Aos ($142M). Josh Arnold Investment Consultant has custody of $150M for 258 clients.
- AosAos, Inc. · Chicago, IL · $142M100%
At year end, Josh Arnold Investment Consultant’s separately managed accounts were mostly in stocks (86%). Its reported 13F holdings for the quarter ended 30 June 2026 total $159M across 21 positions; the largest are Apple Inc. (55.9%), Amazon Com Inc. (13.7%) and The Oncology Institute Inc. (8.4%).
What the accounts hold
- Stocks86%
- Funds7%
- Cash7%
How many clients does Josh Arnold Investment Consultant have?
Josh Arnold Investment Consultant has 256 clients and manages $142 million for them, as of March 2026. They include 204 individual clients and 52 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 3 March 2026
What services does Josh Arnold Investment Consultant offer?
Josh Arnold Investment Consultant provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Josh Arnold Investment Consultant charge?
Josh Arnold Investment Consultant charges 1.50%–2.50% a year for its Asset Management. The fee is billed in arrears and is negotiable.
Which custodians does Josh Arnold Investment Consultant use?
Josh Arnold Investment Consultant’s separately managed account assets are held at Aos, Inc. (Chicago, IL), with $142M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 3 March 2026
How many financial advisors does Josh Arnold Investment Consultant have?
Josh Arnold Investment Consultant has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. 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
What does Josh Arnold Investment Consultant invest in?
At the end of its last fiscal year, Josh Arnold Investment Consultant’s separately managed accounts held 86% exchange-traded equities, 7% registered funds (mutual funds, ETFs, BDCs) and 7% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Josh Arnold Investment Consultant?
Josh Arnold Investment Consultant’s direct owner is Joshua Arnold (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 3 March 2026
How does Josh Arnold Investment Consultant get paid?
Josh Arnold Investment Consultant is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Josh Arnold Investment Consultant?
Josh Arnold Investment Consultant’s main office is at 6800 France Avenue South,, #325, Edina, MN 55435. Its phone number is 952-925-5608.