Well Done provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers. Financial planning was provided to 500 clients last fiscal year.
Well Done reports 926 clients. They include 497 individual clients, 366 high-net-worth individuals and 29 charitable organizations. Of its assets, 99.4% ($1.99B across 2,981 accounts) are managed with discretion; $12.3M across 7 accounts are not. A wrap fee program the firm both sponsors and manages holds $1.88B. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 54% | 9% |
| High-net-worth individuals | 40% | 71% |
| Pension and profit-sharing plans | <1% | 1% |
| Charitable organizations | 3% | 10% |
| Corporations and other businesses | 3% | 9% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 497 | $173M | 8.7% | $349K |
| High-net-worth individuals | 366 | $1.43B | 71.3% | $3.9M |
| Pension and profit-sharing plans | 9 | $21M | 1.0% | $2.33M |
| Charitable organizations | 29 | $195M | 9.7% | $6.72M |
| Corporations and other businesses | 25 | $186M | 9.3% | $7.44M |
| Total | 926 | $2B | 100% | $2.16M |
- Clients
- 497
- Regulatory AUM
- $173M
- AUM share
- 8.7%
- Avg. per client
- $349K
- Clients
- 366
- Regulatory AUM
- $1.43B
- AUM share
- 71.3%
- Avg. per client
- $3.9M
- Clients
- 9
- Regulatory AUM
- $21M
- AUM share
- 1.0%
- Avg. per client
- $2.33M
- Clients
- 29
- Regulatory AUM
- $195M
- AUM share
- 9.7%
- Avg. per client
- $6.72M
- Clients
- 25
- Regulatory AUM
- $186M
- AUM share
- 9.3%
- Avg. per client
- $7.44M
Total
- Clients
- 926
- Regulatory AUM
- $2B
- AUM share
- 100%
- Avg. per client
- $2.16M
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 500
Well Done charges 0.20%–1.50% a year for its Investment Management Services. The fee is billed in advance, is negotiable and has a $3,500 annual minimum. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Guidance & Planning Only
- A negotiable fixed fee, generally $1,500 to $20,000 annually, depending on scope, complexity and the professional rendering the services.
- Wealth Planning and Investment Management
- Fees generally range from 0.50% to 1.50% annually, based on the complexity of services, assets managed and the overall relationship.
Brian Vandenbrink owns 25% to 50% of Well Done. Brian Vandenbrink is CEO; the leadership team includes Chief Investment Officer Scott Demaagd, Chief Financial Officer Bryan Linn and Chief Compliance Officer Rhonda Carter. It has 26 employees, 20 of them in advisory roles.
Leadership
- Brian VandenbrinkManaging Member / Chief Executive Officer
- Bryan LinnManaging Member / Chief Operations Officer / Chief Financial Officer
- Rhonda CarterManaging Member / Chief Compliance Officer
- Scott DemaagdChief Investment Officer
- Brendon JohnsonManaging Member
- Shawn PacanowskiManaging Member / Director of Advisory Services
Investment adviser representatives
20 representatives listed in the SEC register as of 9 October 2026.
- Benjamin Craig Anderson
- Jason Ray Bruxvoort
- Rhonda Grace Carter
- Calvin Christopher Chanski
- Scott Jonathan Demaagd MR.
- Brendon Bruce Johnson
- Ashley Lauren Ketchum
- Jonathan F Klett
- Jason Lee Kooyer
- Bryan Paul Linn
- Shawn Dennis Pacanowski
- Kristine Lee Pattison
- Ronald Joshua Price JR
- Jonas Benjamin Rees
- Samuel Straton Starks
- Shanon Jean Tate
- Lauren Elizabeth Truer
- Ryan Wesley Tyler
- Brian Lee Vandenbrink
- Troy Conner Veldkamp
Staff
- 26 employees
- 20 in advisory functions
- 20 state-registered reps
- 5 insurance agents
- Owns 25% to 50% of Well Done, LLC
Brian Vandenbrink
Control person · since June 2021
- Owns 10% to 25% of Well Done, LLC
Bryan Linn
Control person · since June 2021
- Owns 10% to 25% of Well Done, LLC
Shawn Pacanowski
Control person · since June 2021
- Owns 10% to 25% of Well Done, LLC
Brendon Johnson
Control person · since June 2021
- Owns 5% to 10% of Well Done, LLC
Rhonda Carter
Control person · since June 2021
Well Done’s regulatory assets grew from $1.52B (June 2021) to $2B (August 2026); clients rose from 791 to 926 and employees from 21 to 26.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $2B | 926 | 26 | 2 |
| February 2025 | $1.89B | 902 | 26 | 1 |
| February 2024 | $1.7B | 889 | 26 | 1 |
| March 2023 | $1.52B | 852 | 24 | 1 |
| June 2022 | $1.71B | 831 | 23 | 1 |
| June 2021 | $1.52B | 791 | 21 | 1 |
Besides its headquarters, Well Done has 1 office, with 2 listed addresses in Michigan.
Michigan · 2 listed addresses
- 85 E 8th Street, Suite 150, HollandHQ
- 201 Monroe Avenue NW, Grand Rapids
Other business names
Well Done has reported 3 other business names to the SEC.
- CAPTRUST
- CAPTRUST Financial Advisors
- CAPTRUST Institutional Consulting
Contact and registration details
- Legal name
- Well Done, LLC
- Headquarters
- 85 E 8th Street, Suite 150, Holland, MI 49423
- Website
- Not reported
- Phone
- 616-392-5332
- SEC file
- 801-80687
- Structure
- Michigan LLC
- Fiscal year end
- December
Well Done uses Pershing ($1.98B) as custodian for its separately managed accounts. Well Done does not have custody of client assets.
- PershingPershing LLC · St. Louis, MO · $1.98B100%
At year end, Well Done’s separately managed accounts were mostly in funds (57%) and stocks (30%). Its reported 13F holdings for the quarter ended 30 June 2026 total $743M across 202 positions; the largest are iShares TR (12.5%), Berkshire Hathaway Inc. Del (11.3%) and American Centy ETF TR (4.4%).
What the accounts hold
- Stocks30%
- Exchange-traded equities29%
- Non-exchange-traded equities1%
- Funds57%
- Registered funds53%
- Pooled vehicles4%
- Bonds8%
- State and local bonds3%
- Investment grade corporate bonds3%
- U.S. government and agency bonds1%
- High-yield corporate bonds1%
- Cash4%
- Other1%
- Derivatives1%
Reported 13F holdings
- $743M
- Reported 13F value
- 202
- Positions
- 47.1%
- In the 10 largest
- +9.2%
- Value vs. prior quarter
- iShares TR · Core S&P500 ETF12.5%
- Berkshire Hathaway Inc. Del · CL A11.3%
- American Centy ETF TR · Avantis US Larg4.4%
- Berkshire Hathaway Inc. Del · CL B New3.5%
- iShares TR · Core S&P Mcp ETF3.1%
- iShares TR · MSCI USA Min ETF3.0%
- iShares TR · MSCI USA Qlt Fct2.4%
- Dimensional ETF Trust · US Small Cap ETF2.4%
- iShares TR · MSCI USA Mmentm2.3%
- EA Series Trust · Alpha Arch 1-32.2%
Together, the ten largest are 47.1% of reported value.
How many clients does Well Done have?
Well Done has 926 clients and manages $2 billion for them, as of August 2026. They include 497 individual clients, 366 high-net-worth individuals and 29 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 28 August 2026
What services does Well Done offer?
Well Done provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Well Done charge?
Well Done charges 0.20%–1.50% a year for its Investment Management Services. The fee is billed in advance, is negotiable and has a $3,500 annual minimum.
Source: CAPTRUST WEALTH ADVISORS DISCLOSURE BROCHURE AND WRAP FEE PROGRAM BROCHURE, filed 28 August 2026
Which custodians does Well Done use?
Well Done’s separately managed account assets are held at Pershing LLC (St. Louis, MO), with $1.98B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 28 August 2026
How many financial advisors does Well Done have?
Well Done has 20 investment adviser representatives registered with state securities authorities, out of 26 employees, and 20 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 Well Done invest in?
At the end of its last fiscal year, Well Done’s separately managed accounts held 53% registered funds (mutual funds, ETFs, BDCs), 29% exchange-traded equities, 4% pooled vehicles (private funds and similar), 4% cash and equivalents, 3% state and local bonds, 3% investment grade corporate bonds, 1% non-exchange-traded equities, 1% U.S. government and agency bonds, 1% high-yield corporate bonds and 1% derivatives.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Well Done?
Well Done’s direct owners are Brian Vandenbrink, Rhonda Carter, Bryan Linn, Shawn Pacanowski and Brendon Johnson, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 28 August 2026
How does Well Done get paid?
Well Done is paid through a percentage of assets under management 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
Is Well Done registered with the SEC?
Yes, Well Done has been registered with the SEC as an investment adviser since 2 January 2015. Its CRD number is 173736 and its SEC file number is 801-80687.
Source: Form ADV Part 1A, Item 1, filed 28 August 2026; IAPD firm record
How do I contact Well Done?
Well Done’s main office is at 85 E 8th Street, Suite 150, Holland, MI 49423. Its phone number is 616-392-5332.