Wealth Manager
    Manages Private Funds

    Complete Investment Advisory, LLC

    Registered investment advisor · Fargo, North Dakota · CRD #166876

    Assets Under Management
    $109M
    Client Accounts
    436
    Employees
    5
    CRD Number
    166876
    Registration
    STATE Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Complete Investment Advisory, LLC

    Complete Investment Advisory, LLC is a registered investment advisory firm headquartered in Fargo, North Dakota, managing approximately $109M in regulatory assets across 436 client accounts. The firm's full regulatory record is filed with the SEC under CRD #166876.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Complete Investment Advisory, LLC

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    Frequently Asked Questions

    What is Complete Investment Advisory, LLC's AUM?

    Complete Investment Advisory, LLC reports approximately $109M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Complete Investment Advisory, LLC headquartered?

    Complete Investment Advisory, LLC is headquartered in Fargo, North Dakota.

    What is Complete Investment Advisory, LLC's CRD number?

    Complete Investment Advisory, LLC's CRD number is 166876. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Complete Investment Advisory, LLC manage?

    Complete Investment Advisory, LLC manages approximately 436 client accounts according to its latest SEC filing.

    Is Complete Investment Advisory, LLC SEC registered?

    Complete Investment Advisory, LLC is registered as a STATE investment adviser.

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