The Siekmann Company Llc
- Regulatory AUM
- $4.7M
- Discretionary
- $0
- Clients
- 56
- Avg AUM / client
- $83.8K
- Accounts
- 7
- Employees
- 8
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 2 | $89.0K | 1.9% |
| High net worth individuals | 3 | $4.6M | 98.1% |
| Pension and profit sharing plans | 51 | $0 | — |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Hirschvogel 401(k) Plan Walor North America, Inc. | 2024 | |
| Bulk & Spur 401 K Plan Bulk Transit Corporation | 2024 | |
| Gardner, Inc. 401(k) Profit Sharing Plan Gardner, Inc. | 2024 | |
| Ease Logistics 401(k) Plan Ease Logistics | 2024 | |
| Makeready 401(k) Plan Makeready Llc | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Aaron Robert Siekmann | Registered representative | Feb 2017 (9y) | ||
| John Bernard Eddingfield | Registered representative | Apr 2025 (1y) | ||
| Brent William Soller | Registered representative | CFP | Dec 2025 (1y) |
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 (5)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Hirschvogel 401(k) Plan | Walor North America, Inc. | 271 | $10.2M | 01/01/2024 |
| Bulk & Spur 401 K Plan | Bulk Transit Corporation | 197 | $7.7M | 01/01/2024 |
| Gardner, Inc. 401(k) Profit Sharing Plan | Gardner, Inc. | 345 | $19.0M | 01/01/2024 |
| Ease Logistics 401(k) Plan | Ease Logistics | 228 | $6.1M | 01/01/2024 |
| Makeready 401(k) Plan | Makeready Llc | 1,017 | $15.5M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.02 MB | 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
- • Educational seminars/workshops
Custody
Reported custodians
- Vanguard Marketing Corporation $4.3M (92% of AUM) Mar 2026
- Charles Schwab & Co. $376K (8% of AUM) Mar 2026
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 31, 2026.
View current Form ADV (SEC/IAPD) ↗