Sundvold Capital Management provides financial planning, portfolio management for individuals and small businesses, and pension consulting. Financial planning was provided to 251–500 clients last fiscal year.
Sundvold Capital Management reports 480 individuals. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $233M across 480 accounts are not. It advised 45 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 480 | $233M | 100.0% | $485K |
| Total | 480 | $233M | 100% | $485K |
- Clients
- 480
- Regulatory AUM
- $233M
- AUM share
- 100.0%
- Avg. per client
- $485K
Total
- Clients
- 480
- Regulatory AUM
- $233M
- AUM share
- 100%
- Avg. per client
- $485K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 45
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Sundvold Capital Management charges 0.30%–1.50% a year for its Advisory Service Agreement. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable, has a $2,500 annual minimum and requires an account of at least $166,667. The brochure also prices 3 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$250K | 1.50% |
| $250K–$500K | 1.25% |
| $500K–$1M | 1.00% |
| $1M–$5M | 0.80% |
| $5M–$10M | 0.60% |
| $10M–$20M | 0.40% |
| $20M and above | 0.30% |
Fee details and sources
Other fees
- Financial planning
- Financial plans are priced by complexity, with a minimum fee of $2,500.
- Hourly planning
- Hourly planning for limited-scope engagements has a minimum hourly rate of $200.
- Retainer agreement
- A fixed-fee retainer agreement, used in place of an advisory agreement, has a minimum annual fee of $2,500.
Jon Sundvold owns 75% or more of Sundvold Capital Management. The leadership team of Sundvold Capital Management includes Chief Compliance Officer Bryan England. It has 5 employees.
Leadership
Bryan EnglandChief Compliance Officer
Jon SundvoldOwner
Investment adviser representatives
6 representatives listed in the SEC register as of 9 October 2026.
Staff
- 5 employees
- 5 in advisory functions
- 5 state-registered reps
- 5 insurance agents
- Owns 75% or more of Sundvold Capital Management LLC
Jon Sundvold
Control person · since October 1997
Sundvold Capital Management’s regulatory assets grew 1.7× from $135M (February 2021) to $233M (March 2026); clients rose from 419 to 480 and employees fell from 8 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $233M | 480 | 5 | 1 |
| February 2025 | $234M | 450 | 6 | 1 |
| March 2024 | $209M | 435 | 8 | 1 |
| March 2023 | $163M | 435 | 8 | 1 |
| March 2022 | $167M | 430 | 9 | 1 |
| February 2021 | $135M | 419 | 8 | 1 |
Besides its headquarters, Sundvold Capital Management has 0 offices, with 1 listed address in Missouri.
Missouri · 1 listed address
- 1000 W. Nifong, Building 4, Suite 104, ColumbiaHQ
Contact and registration details
- Legal name
- Sundvold Capital Management LLC
- Headquarters
- 1000 W. Nifong, Building 4, Suite 104, Columbia, MO 65203
- Website
- sundvold.com
- Phone
- 573-443-1000
- SEC file
- 801-57007
- Structure
- Missouri LLC
- Fiscal year end
- December
Sundvold Capital Management does not have custody of client assets.
At year end, Sundvold Capital Management’s separately managed accounts were mostly in stocks (50%) and funds (35%).
What the accounts hold
- Stocks50%
- Funds35%
- Bonds10%
- Cash5%
How many clients does Sundvold Capital Management have?
Sundvold Capital Management has 480 clients and manages $233 million for them, as of March 2026. They include 480 individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 13 March 2026
What services does Sundvold Capital Management offer?
Sundvold Capital Management provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Sundvold Capital Management charge?
Sundvold Capital Management charges 0.30%–1.50% a year for its Advisory Service Agreement. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable, has a $2,500 annual minimum and requires an account of at least $166,667.
How many financial advisors does Sundvold Capital Management have?
Sundvold Capital Management has 5 investment adviser representatives registered with state securities authorities, out of 5 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 5 employees are 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 Sundvold Capital Management invest in?
At the end of its last fiscal year, Sundvold Capital Management’s separately managed accounts held 50% exchange-traded equities, 35% pooled vehicles (private funds and similar), 10% investment grade corporate bonds and 5% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Sundvold Capital Management have a minimum investment?
Yes, Sundvold Capital Management’s minimum account size for its Advisory Service Agreement is $166.667K. It charges a $2.5K annual minimum fee.
Who owns Sundvold Capital Management?
Sundvold Capital Management’s direct owner is Jon Sundvold (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 13 March 2026
How does Sundvold Capital Management get paid?
Sundvold Capital Management is paid through a percentage of assets under management, hourly charges and fixed fees. 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 Sundvold Capital Management?
Sundvold Capital Management’s main office is at 1000 W. Nifong, Building 4, Suite 104, Columbia, MO 65203. Its phone number is 573-443-1000. Its website is sundvold.com.