Detalus Advisors, Llc
- Regulatory AUM
- $2.2B
- Discretionary
- $860M
- Clients
- 707
- Avg AUM / client
- $3.1M
- Accounts
- 1,959
- Employees
- 15
AUM over time
Annual snapshots from Form ADV filings · as of Mar 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 530 | $144M | 6.47% |
| High net worth individuals | 134 | $639M | 28.8% |
| Pension and profit sharing plans | 17 | $152M | 6.86% |
| Charitable organizations | 19 | $18.0M | 0.81% |
| Insurance companies | 1 | $1.3B | 56.9% |
| Corporations and other businesses | 6 | $3.3M | 0.15% |
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 Retirement Plan Trust Missouri Farm Bureau Federation | Jefferson City, MO | 2024 |
People (15)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Joseph David Garea | Executive Officer | Jun 2001 (25y) | 10% – 25% | |
| Steven Mark Rull | Executive Officer | Jun 2001 (25y) | 10% – 25% | |
| Clinton James Lewis | President, Chief Compliance Officer | Jan 2003 (24y) | 25% – 50% | |
| Randall Talbott Graham | Vice President & Financial Advisor | CFP | Nov 2006 (20y) | 10% – 25% |
| Jeffrey R Holley | Vice President & Financial Advisor | Sep 2013 (13y) | Less than 5% | |
| Janosky, Brandon, James | Member | Aug 2014 (12y) | Less than 5% | |
| Ross, Mary, Elizabeth | Vice President | Aug 2014 (12y) | 5% – 10% | |
| Cheryl Ann Anthony | Registered representative | Sep 2010 (16y) | ||
| Wayne Edwin Tate | Registered representative | Dec 2018 (8y) | ||
| Marion Gaylon Mcdowell | Registered representative | Jan 2020 (7y) | ||
| Alexander James Walker | Registered representative | CFP | Apr 2020 (6y) | |
| Michael Peter Deberge | Registered representative | CFP | Nov 2021 (5y) | |
| Andrew Christopher Phipps | Registered representative | CFP | Jul 2024 (2y) | |
| Thomas James Giunta | Registered representative | Jul 2025 (1y) | ||
| Kenneth S Boyer | Registered representative | Jul 2026 (0y) |
Undisclosed: 0% – 40% 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 (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Missouri Farm Bureau Retirement Plan Trust | Missouri Farm Bureau Federation | 366 | $81.8M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/19/2026 | 976 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Central Bank $1.1B (52% of AUM) Mar 2026
- Pershing $847M (38% of AUM) Mar 2026
- BNY Mellon $376M (17% of AUM) Feb 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 19, 2026.
View current Form ADV (SEC/IAPD) ↗