Minneapolis Portfolio Management Group, Llc
- Regulatory AUM
- $1.1B
- Discretionary
- $1.0B
- Clients
- 1,830
- Avg AUM / client
- $602K
- Accounts
- 1,830
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Mar 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,129 | $259M | 23.5% |
| High net worth individuals | 603 | $698M | 63.4% |
| Pension and profit sharing plans | 67 | $50.4M | 4.58% |
| Charitable organizations | 16 | $67.2M | 6.1% |
| Corporations and other businesses | 15 | $27.3M | 2.48% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Harrison Todd Grodnick | Chief Operating Officer | Dec 2003 (23y) | 75% or more | |
| Phillip Warren Grodnick | Chief Executive Officer | Dec 2003 (23y) | 10% – 25% | |
| Robert Austin Britton | Chief Compliance Officer | Nov 2011 (15y) | Less than 5% |
Undisclosed: 0% – 15% 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/10/2026 | 915 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
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $861M (78% of AUM) Mar 2026
- RBC $109M (13% of AUM) Mar 2023
- Wells Fargo $93.7M (10% of AUM) Mar 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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 10, 2026.
View current Form ADV (SEC/IAPD) ↗