{"url":"https://nivawealth.com/firms/norris-perne-and-french-104683","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/104683","regulatoryAum":2691127889,"crd":"104683","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"1867408","suffix":null,"lastName":"ARVIDSON","firstName":"KURT","middleName":"MARVIN"},{"crd":"5944328","suffix":null,"lastName":"BOSGRAAF","firstName":"TYLER","middleName":"JAY"},{"crd":"6358672","suffix":null,"lastName":"BRENNAN","firstName":"LAUREN","middleName":"M"},{"crd":"6626977","suffix":null,"lastName":"DOPPEL","firstName":"DAVID","middleName":"TIMOTHY"},{"crd":"5760827","suffix":null,"lastName":"DUTCHER","firstName":"CHARLES","middleName":"LOUIS"},{"crd":"8159293","suffix":null,"lastName":"Elve","firstName":"Heather","middleName":null},{"crd":"8110889","suffix":null,"lastName":"Gomes","firstName":"Pedro","middleName":null},{"crd":"2703453","suffix":null,"lastName":"HEFNER","firstName":"GLENN","middleName":"PATRICK"},{"crd":"5490136","suffix":null,"lastName":"HODGE","firstName":"DAVID","middleName":"STEVEN"},{"crd":"6958218","suffix":null,"lastName":"Kuiper","firstName":"Maria","middleName":"Kay"},{"crd":"7932024","suffix":null,"lastName":"Lindhout","firstName":"Lukas","middleName":null},{"crd":"6723031","suffix":null,"lastName":"LUPO","firstName":"DANIEL","middleName":"JASON"},{"crd":"6493927","suffix":null,"lastName":"MICHAUD","firstName":"DANIEL","middleName":"PAUL"}],"total":13,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-23","regulatoryAum":1999437216,"clients":689,"employees":11,"offices":1},{"filedOn":"2022-04-13","regulatoryAum":2310983746,"clients":754,"employees":11,"offices":1},{"filedOn":"2023-03-27","regulatoryAum":1996013713,"clients":800,"employees":11,"offices":1},{"filedOn":"2024-03-25","regulatoryAum":2354512728,"clients":858,"employees":15,"offices":1},{"filedOn":"2025-03-24","regulatoryAum":2525105940,"clients":937,"employees":9,"offices":1},{"filedOn":"2026-03-27","regulatoryAum":2691127889,"clients":993,"employees":18,"offices":1}],"secFileNumber":"801-3475","legalName":"Norris 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They include 537 high-net-worth individuals, 401 individual clients and 28 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Norris Perne & French offer?","answer":"Norris Perne & French provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, education planning, estate planning, insurance, philanthropic planning, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Norris Perne & French charge?","answer":"Norris Perne & French charges 0.55%–0.90% a year for its Separately Managed Account Services. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and has a $10,000 annual minimum.","source":"NPF INVESTMENT ADVISORS DISCLOSURE DOCUMENT, filed 26 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Norris Perne & French use?","answer":"Norris Perne & French’s separately managed account assets are held at Fidelity Brokerage Services LLC (Cincinnati, OH), with $2.16B and Charles Schwab & Co., Inc. (Lone Tree, CO), with $393M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Norris Perne & French have?","answer":"Norris Perne & French has 13 investment adviser representatives registered with state securities authorities, out of 18 employees, and 13 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Norris Perne & French invest in?","answer":"At the end of its last fiscal year, Norris Perne & French’s separately managed accounts held 57% exchange-traded equities, 15% state and local bonds, 8% registered funds (mutual funds, ETFs, BDCs), 8% cash and equivalents, 4% U.S. government and agency bonds, 4% investment grade corporate bonds and 4% high-yield corporate 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 Norris Perne & French?","answer":"Norris Perne & French’s direct owners are Kurt Arvidson, Charles Dutcher, Daniel Lupo, Tyler Bosgraaf and David Hodge, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Norris Perne & French get paid?","answer":"Norris Perne & French is paid through a percentage of assets under management, hourly charges and fixed fees. 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