Standard Family Office, LLC, established in 2019, is an investment advisor based in Sioux Falls, South Dakota. The firm specializes in providing objective, comprehensive, and independent investment advisory services to a group of families and their businesses. As a registered investment advisor, Standard Family Office manages over $977 million on a discretionary basis for private funds. The firm primarily engages in the purchase and sale of securities on behalf of its clients, offering discretionary investment management services subject to signed agreements. Standard Family Office serves as the manager of various private investment funds, providing investment advisory services and managing fund assets held at qualified custodians. The firm's investment strategies include long-term purchases, short-term purchases, and a value-investing approach focusing on acquiring undervalued publicly traded businesses. Standard Family Office discloses transparent and negotiable fees based on the type of client, account complexity, and assets under management. The firm does not charge performance-based fees and acts as a fiduciary, prioritizing clients' best interests. Clients receive annual audited financial statements and tax information, ensuring transparency and accountability in their investment portfolios. Standard Family Office has established a Code of Ethics to uphold fiduciary obligations and maintain compliance with securities laws. The firm does not compensate individuals for client referrals and has custody over private fund assets, ensuring proper auditing and reporting. Additionally, the firm exercises full discretionary authority in managing securities accounts owned by the funds, including selecting brokers and executing trades.

Compass Financial Group, Inc. (CFG) is a registered investment adviser based in Sioux Falls, SD, specializing in comprehensive portfolio management and referrals to third-party money managers. Established in 2011, CFG is owned by John Haller (34%), Jesse Haller (33%), and Jasen Haller (33%). The firm manages $995 million in assets as of April 2024. CFG offers tailored investment advice through services like comprehensive portfolio management and referrals to third-party money managers. Clients can expect personalized investment approaches, including asset management and financial planning, with a focus on meeting financial goals. CFG charges fees based on assets under management, negotiable within a maximum of 1.5%. The firm may receive compensation from third-party money managers when clients open managed accounts. CFG operates as a fiduciary, acting in the best interests of clients. Clients have the option to provide discretionary authority for managing their accounts, with a signed agreement required. The firm follows strict ethical standards, including a Code of Ethics, to ensure fair and transparent practices. Clients receive regular account reviews and reports, with a focus on maintaining alignment with investment objectives. CFG discloses potential conflicts of interest, ensuring transparency and client trust.

Elgethun Capital Management is an investment advisor firm based in Sioux Falls, SD, established in September 2003. The firm offers asset management services, advisory services to pooled investment vehicles, and consultation services for an hourly rate. Elgethun Capital Management specializes in providing continuous and ongoing supervision over client accounts, with a focus on individual equities, corporate and government bonds, and equity/bond mutual funds. The firm's investment strategy includes long-term purchases, short-term purchases, margin transactions, option writing, and tactical asset allocation. Clients of Elgethun Capital Management are required to have a minimum initial investment of $1,000,000, which may be waived at the firm's discretion. The fee structure includes a percentage of assets under management, hourly consultation fees, and fees based on the size of the account and work involved. The firm does not offer services through traditional wrap-fee management programs. Elgethun Capital Management acts as a fiduciary, placing clients' interests ahead of its own, and follows a Code of Ethics to ensure fair and ethical practices. The firm has investment discretion over client accounts and may aggregate trades for better execution. Elgethun Capital Management also handles proxy voting on behalf of clients and maintains strict data security and privacy measures in compliance with federal regulations.

Professional Financial Services, Inc. is a registered investment adviser based in Sioux Falls, South Dakota, established in 1992 and specializing in asset management and investment consulting since 2015. The firm, owned by Kameron J. Carlson and Nancy A. Carlson, offers services tailored to individual client needs, emphasizing risk tolerance and financial goals. Acting as a fiduciary, the firm always prioritizes clients' best interests and maintains open communication channels. Services include Asset Management, Comprehensive Portfolio Management, Financial Planning & Consulting, and Retirement Plan Consulting. Fees for Asset Management and Comprehensive Portfolio Management services do not exceed 2.00% annually, while Financial Planning & Consulting fees range from $1,000 to $15,000. Retirement Plan Consulting fees are based on a percentage of managed assets, not exceeding 1.50%. The firm does not charge performance-based fees and provides investment discretion upon client agreement. Investment strategies include technical and fundamental analysis, with a focus on risk management. The firm does not accept proxy authority for voting client securities and does not require prepayment exceeding $1,200. Clients receive account statements directly from the custodian and have the option to provide investment discretion to the firm.

Aspen Private Advisors, LLC is a financial advisory firm based in Sioux Falls, South Dakota, established in 2018. The firm specializes in providing a range of investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, pension and profit sharing plans, as well as corporations and other business entities. The firm is a fiduciary, committed to acting in the best interest of its clients. Services offered include financial planning, retirement plan consulting, and asset management through wrapped accounts. The firm's investment philosophy focuses on a long-term, balanced, and disciplined approach to investing, tailored to each client's specific financial situation, risk tolerance, and objectives. Aspen Private Advisors manages $176,690,004 on a discretionary basis as of December 31, 2024. The firm charges fees based on hourly, flat, or recurring fee structures for financial planning and consulting services, and on a percentage of plan assets under management for retirement plan consulting. Clients may also incur additional fees from custodians for certain investments. The firm does not charge performance-based fees and requires a maximum hourly fee of $400 and a maximum flat fee of $50,000. Clients have the option to grant investment discretion to the firm, allowing Aspen Private Advisors to execute securities transactions on their behalf. The firm does not accept proxy authority to vote client securities.

Parvin Asset Management, LLC is an independent investment advisory firm established in June 2021, with a history dating back to December 2000. The firm operates as a money manager, providing investment supervisory services on a discretionary basis tailored to individual client needs. They manage approximately $139.0 million in client assets under discretionary management and $2.0 million under non-discretionary management. Parvin offers various investment strategies, including hedged equity, select equity, balanced, and fixed income accounts, with minimum initial investments ranging from $500,000 to $1,000,000, depending on the strategy. Fees are negotiable and based on a tiered fee schedule, with advisory fees payable quarterly. Parvin does not charge performance-based fees and does not engage in side-by-side management. The firm's investment philosophy focuses on fundamental analysis and value investing to achieve higher risk-adjusted returns. They do not use leverage and aim to preserve capital while providing personalized service to clients. Parvin does not accept authority to vote client securities unless requested in writing. The firm does not maintain custody of client funds or securities and relies on qualified custodians for fee payments. Investment discretion is granted for discretionary accounts, with trading guided by the firm's fiduciary duty. The firm's supervised persons have strong educational backgrounds and extensive experience in the financial industry. Parvin Asset Management operates as a fiduciary, prioritizing clients' interests and complying with applicable laws and regulations.

Resolve Capital Management, LLC, founded in August 2010 by Gregg Olson, offers investment advisory services with Mr. Olson serving as the Managing Member and Investment Advisor Representative. With a CIMA® designation, Mr. Olson demonstrates expertise and education in investment management consulting. Clients can access his background on the SEC's website, and he has no reported legal or disciplinary events. Mr. Olson is licensed to sell insurance and annuity products in South Dakota without receiving commissions for these sales. He earns compensation through advisory fees and profits from firm ownership, with no additional compensation. As the Chief Compliance Officer, he supervises the firm's activities and services, reviewing investment accounts regularly. Clients can contact him directly for inquiries or to obtain the firm's full brochure. Mr. Olson has not been involved in client arbitrations or personal bankruptcy proceedings, ensuring a clean record for potential clients seeking financial advice.