Ehlers Investment Partners, Llc
- Regulatory AUM
- $3.2B
- Discretionary
- $3.0B
- Clients
- 283
- Avg AUM / client
- $11.2M
- Accounts
- 671
- Employees
- 13
AUM over time
Annual snapshots from Form ADV filings · as of Sep 29, 2025
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Charitable organizations | 1 | $1.6M | 0.05% |
| State or municipal government entities | 281 | $3.2B | 99.5% |
| Corporations and other businesses | 1 | $13.0M | 0.41% |
People (14)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brian Michael Reilly | President | CFA | Apr 2012 (14y) | Less than 5% |
| Cook, Jessica, Maeve | Trustee | Dec 2016 (10y) | GP / trustee / elected manager of Ehlers And Associates, Inc. Employee Ownership Trust (indirect) | |
| Ryan W Miles | Managing Director | Aug 2018 (8y) | Less than 5% | |
| Vander Heiden, Joy | Trustee | Oct 2019 (7y) | GP / trustee / elected manager of Ehlers And Associates, Inc. Employee Ownership Trust (indirect) | |
| Crowe, Greg | Director | Jan 2022 (5y) | Less than 5% | |
| Cummings, Kristin | Trustee | Feb 2022 (5y) | GP / trustee / elected manager of Ehlers Companies, Inc. (indirect) | |
| Kvilvang, Stacie | Trustee | Feb 2022 (5y) | GP / trustee / elected manager of Ehlers Companies, Inc. (indirect) | |
| Ziermann, Pamela, Kay Reinitz | Chief Compliance Officer | May 2022 (4y) | Less than 5% | |
| Cosson, Phil | Director | Mar 2024 (2y) | Less than 5% | |
| Lindh, Michael | Director Of Finance & Accounting | Aug 2024 (2y) | Less than 5% | |
| Tamara Jeanne Olszewski | Registered representative | Apr 2018 (8y) | ||
| James Michael Groetsch | Registered representative | Nov 2023 (3y) | ||
| Patrick Joseph Rooney | Registered representative | Dec 2023 (3y) | ||
| Logan Schwartz | Registered representative | Jan 2024 (3y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Ehlers Companies, Inc. | Managing Member | Jan 2012 | A | 75% or more |
| Ehlers And Associates, Inc. Employee Ownership Trust | Shareholder | Dec 2011 | B | ≈ 56.25% – 100% via Ehlers Companies, Inc. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Ehlers And Associates, Inc. Employee Ownership Trust: 75% – 100% of Ehlers Companies, Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 09/29/2025 | 1.09 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
- • Portfolio management for businesses/institutional clients
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Pershing $2.0B (62% of AUM) Sep 2025
- TD Ameritrade $1.5B (66% of AUM) Apr 2024
- Umb Financial Services, Inc. $496M (21% of AUM) Apr 2024
- U.S. Bancorp Investments, Inc. $456M (14% of AUM) Sep 2025
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: Sep 29, 2025.
View current Form ADV (SEC/IAPD) ↗