# BOULAY FINANCIAL ADVISORS, LLC

BOULAY FINANCIAL ADVISORS, LLC of EDEN PRAIRIE, MN is an SEC-registered investment adviser.

## Registration

- CRD: 111334
- Type: SEC-registered investment adviser
- SEC file number: 801-60141
- Location: 11095 VIKING DRIVE, SUITE 500, EDEN PRAIRIE, MN, 55344
- Phone: 952-893-9320
- Latest filing: 2025-08-29
- Regulatory AUM: $2.4B
- Discretionary AUM: $2.3B
- Non-discretionary AUM: $82.5M
- Clients: 44
- Accounts: 4,260

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other

## Officers, owners & control persons (28)

_Showing 25 of 28 people._

| Name | Role | Location |
| --- | --- | --- |
| Jay Robert Brown | MEMBER; PRESIDENT, SECRETARY, PARTNER, GOVERNOR | — |
| David Edgar Bremer | FOUNDING PARTNER | — |
| Joseph Daniel Bloodgood | MEMBER | — |
| Nathan Daniel Faith | MEMBER | — |
| Jon James Melander | MEMBER; PARTNER, BOARD CHAIR, GOVERNOR | — |
| Thomas Brent Johnson | GOVERNOR | — |
| Erik Leigh Allen | GOVERNOR, TREASURER | — |
| Ellen R Horan | MEMBER | — |
| Laura Lynn Boyd Beise | GOVERNER | — |
| Catherine Ann Hogan | BOARD SECRETARY, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER; MEMBER | — |
| Patrick Kelly Schneeman | MEMBER | — |
| Meghan Marie Hanes | MEMBER | — |
| BROWN JAMES ROBERT | CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER; MEMBER (+2 more) | — |
| JOHNSON RONALD BRENT | GOVERNOR | — |
| BREMER DAVID EDGAR | CEO; CHIEF EXECUTIVE OFFICER; FOUNDING PARTNER (+4 more) | — |
| FRANSKE ROBERT JOHN | MEMBER | — |
| BLOODGOOD JOSEPH DANIEL | MEMBER | — |
| BEVERSDORF TIM ALAN | MEMBER | — |
| CROKE HEATHER DAWN | MEMBER | — |
| FAITH NATHAN DANIEL | MEMBER | — |
| MELANDER JON JAMES | MEMBER; PARTNER, BOARD CHAIR, GOVERNOR | — |
| SEBOLD MOLLY CASHMAN | MEMBER | — |
| ALLEN ERIK LEIGH | GOVERNOR, TREASURER | — |
| HORAN ELLEN R | MEMBER | — |
| Beise Laura Lynn Boyd | GOVERNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/111334/brochure
- Similar advisers: https://search.stillhousedata.com/firm/111334/similar
- Related entities: https://search.stillhousedata.com/firm/111334/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/111334

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.