Accredited Investors Inc
- Regulatory AUM
- $4.4B
- Discretionary
- $4.0B
- Clients
- 947
- Avg AUM / client
- $4.7M
- Accounts
- 5,077
- Employees
- 53
AUM over time
Annual snapshots from Form ADV filings · as of Mar 12, 2026
Investments (13F portfolio — 281 positions, $1,855,642,370)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | American Centy Etf Tr | INTL SMCP VLU | $263,021,613 | 2,633,904 | 14.2% | 5.96% |
| 2 | Schwab Strategic Tr | US BRD MKT ETF | $115,644,161 | 4,607,337 | 6.23% | 2.62% |
| 3 | Vanguard Index Fds | VALUE ETF | $107,414,992 | 547,477 | 5.79% | 2.43% |
| 4 | Ishares Tr | CORE S&P MCP ETF | $95,479,247 | 1,413,879 | 5.15% | 2.16% |
| 5 | Ishares Tr | RUSSELL 2000 ETF | $88,040,887 | 355,004 | 4.74% | 2.0% |
| 6 | Ishares Tr | CORE S&P500 ETF | $87,995,807 | 134,713 | 4.74% | 1.99% |
| 7 | Ishares Tr | CORE S&P SCP ETF | $82,580,456 | 664,311 | 4.45% | 1.87% |
| 8 | United Parcel Svcs Inc | CL B | $77,100,434 | 783,700 | 4.15% | 1.75% |
| 9 | Berkshire Hathaway Inc Del | CL A | $66,787,020 | 93 | 3.6% | 1.51% |
| 10 | Sezzle Inc | COM | $56,115,572 | 886,642 | 3.02% | 1.27% |
| 11 | Ishares Tr | MSCI EAFE ETF | $55,572,514 | 572,146 | 2.99% | 1.26% |
| 12 | Apple Inc | COM | $54,370,664 | 214,235 | 2.93% | 1.23% |
| 13 | Amazon Com Inc | COM | $46,392,268 | 222,751 | 2.5% | 1.05% |
| 14 | Spdr Series Trust | STATE STREET SPD | $40,910,267 | 723,052 | 2.2% | 0.93% |
| 15 | Ishares Tr | RUS 1000 GRW ETF | $39,386,406 | 92,370 | 2.12% | 0.89% |
| 16 | Vanguard Intl Equity Index F | TT WRLD ST ETF | $31,164,905 | 225,310 | 1.68% | 0.71% |
| 17 | Berkshire Hathaway Inc Del | CL B NEW | $27,591,196 | 57,578 | 1.49% | 0.63% |
| 18 | Ishares Tr | RUS MD CP GR ETF | $22,562,970 | 176,108 | 1.22% | 0.51% |
| 19 | C H Robinson Worldwide In | COM NEW | $22,015,554 | 132,568 | 1.19% | 0.5% |
| 20 | Vanguard Tax Managed Fds | VAN FTSE DEV MKT | $21,736,472 | 339,208 | 1.17% | 0.49% |
| 21 | Roblox Corp | CL A | $21,299,025 | 376,574 | 1.15% | 0.48% |
| 22 | Ishares Tr | EAFE VALUE ETF | $17,457,454 | 234,801 | 0.94% | 0.4% |
| 23 | State Str Spdr S&P 500 Etf T | TR UNIT | $15,333,329 | 23,577 | 0.83% | 0.35% |
| 24 | Microsoft Corp | COM | $15,265,981 | 41,240 | 0.82% | 0.35% |
| 25 | Ishares Tr | ESG AWARE MSCI | $14,067,953 | 299,191 | 0.76% | 0.32% |
Top 25 of 281 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 233 | $92.0M | 2.08% |
| High net worth individuals | 709 | $4.3B | 97.4% |
| Charitable organizations | 5 | $23.7M | 0.54% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Twin Cities Eye Consultants 401(k) Plan Edina Eye Physicians & Surgeons, P.A. Dba Twin Cities Eye Consultants | 2024 |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ross Levin | Officer/Shareholder/Director | CFP | Mar 1986 (40y) | 10% – 25% |
| Heupel, Willis, Theo | Chief Financial Officer/Shareholder/Director | Oct 1988 (38y) | 10% – 25% | |
| Jacob Wolkowitz | Chief Investment Officer/Shareholder | CFA | Aug 2012 (14y) | 5% – 10% |
| Sean Patrick Smith | Shareholder | CFA | Jan 2014 (13y) | 5% – 10% |
| Holm, Jenna, Marie | Chief Compliance Officer/Shareholder | Feb 2017 (10y) | Less than 5% | |
| Krieger, Rebecca, Mary | Managing Partner And Officer/Shareholder/Director | Feb 2017 (10y) | 10% – 25% | |
| Martin, Brian, Gregory | Managing Partner And Officer/Shareholder/Director | Feb 2017 (10y) | 10% – 25% | |
| Gilbertson, Steven, Scott | Shareholder | Jan 2021 (6y) | 5% – 10% | |
| Heckman, Jeremy, Joel | Shareholder/Director | Jan 2021 (6y) | 5% – 10% | |
| Jones, Brandon, Richard | Shareholder | Jan 2021 (6y) | 5% – 10% |
Undisclosed: 0% – 35% 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.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Twin Cities Eye Consultants 401(k) Plan | Edina Eye Physicians & Surgeons, P.A. Dba Twin Cities Eye Consultants | 151 | $25.9M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/12/2026 | 975 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $4.1B (92% of AUM) Mar 2026
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 12, 2026.
View current Form ADV (SEC/IAPD) ↗