Sundvold Capital Management Llc
- Regulatory AUM
- $233M
- Discretionary
- $0
- Clients
- 480
- Avg AUM / client
- $485K
- Accounts
- 480
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 13, 2026
Asset allocation (SMA assets by investment type)
as of Mar 13, 2026Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 480 | $233M | 100.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Missouri Farm Bureau Savings Plan And Trust Missouri Farm Bureau Federation | 2024 | |
| Missouri Farm Bureau Insurance Brokerage Agents' Retirement Plan And Trust Missouri Farm Bureau Insurance Brokerage, Inc. | 2024 |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jon Thomas Sundvold | Owner | Sep 1997 (29y) | 75% or more | |
| Bryan Ashley England | Chief Compliance Officer | Jan 2000 (27y) | Less than 5% | |
| Morrison, Eric, Ray | President | Jun 2022 (4y) | Less than 5% | |
| Robert O. Weagley | Registered representative | CFP | Jan 2000 (27y) | |
| Gregory Dean Holloway | Registered representative | Oct 2005 (21y) | ||
| Richard Kevin Bartolacci | Registered representative | Chartered Financial Consultant | Nov 2006 (20y) | |
| Wilson Sundvold | Registered representative | Jul 2021 (5y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Missouri Farm Bureau Savings Plan And Trust | Missouri Farm Bureau Federation | 553 | $42.4M | 01/01/2024 |
| Missouri Farm Bureau Insurance Brokerage Agents' Retirement Plan And Trust | Missouri Farm Bureau Insurance Brokerage, Inc. | 114 | $30.8M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/13/2026 | 855 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 13, 2026.
View current Form ADV (SEC/IAPD) ↗