Wealth Manager
    SEC Registered
    Manages Private Funds

    Sittner & Nelson, LLC

    Registered investment advisor · Eugene, Oregon · CRD #309757

    Assets Under Management
    $1B
    Client Accounts
    1,506
    Employees
    6
    CRD Number
    309757
    Registration
    SEC Registered
    Custodian
    Pershing Llc, Charles Schwab & Co., Inc.

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

    About Sittner & Nelson, LLC

    Sittner & Nelson, LLC is a fee-only investment advisory firm in Eugene, OR, specializing in financial planning and portfolio management. They adopt a clear and personal approach, ensuring thorough and understandable financial plans that adapt to market changes and client life adjustments.

    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 Sittner & Nelson, LLC

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    Frequently Asked Questions

    What is Sittner & Nelson, LLC's AUM?

    Sittner & Nelson, LLC reports approximately $1B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Sittner & Nelson, LLC headquartered?

    Sittner & Nelson, LLC is headquartered in Eugene, Oregon.

    What is Sittner & Nelson, LLC's CRD number?

    Sittner & Nelson, LLC's CRD number is 309757. 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 Sittner & Nelson, LLC manage?

    Sittner & Nelson, LLC manages approximately 1,506 client accounts according to its latest SEC filing.

    Is Sittner & Nelson, LLC SEC registered?

    Yes, Sittner & Nelson, LLC is registered with the SEC as an investment adviser with an approved registration status.

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