# FELTL ADVISORS, LLC

FELTL ADVISORS, LLC of PLYMOUTH, MN is an SEC-registered investment adviser.

## Registration

- CRD: 165244
- Type: SEC-registered investment adviser
- SEC file number: 801-77347
- Location: ONE CARLSON PARKWAY NORTH, SUITE 225, PLYMOUTH, MN, 55447
- Phone: 612-492-8800
- Latest filing: 2026-03-31
- Regulatory AUM: $165.6M
- Non-discretionary AUM: $165.6M
- Clients: 15
- Accounts: 563

## Business model

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

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Mary Joanne Feltl | PRESIDENT | — |
| John Christopher Feltl | CEO, TRUSTEE OF JCF TRUST | — |
| Mitchell Jay Edwards | COO, CORPORATE SECRETARY | — |
| Dirk Garret Van Krevelen | CCO | — |
| SCHIERMAN MICHAEL BERNARD | CFO, TRUSTEE OF MARY JOANNE FELTL IRREVOCABLE JCF TRUST | — |
| EDWARDS MITCHELL JAY | CCO, CORPORATE SECRETARY; COO, CORPORATE SECRETARY | — |
| FELTL MARY JOANNE | PRESIDENT | — |
| FELTL JOHN CHRISTOPHER | CEO; CEO, TRUSTEE OF JCF TRUST | — |
| VAN KREVELEN DIRK GARRET | CCO | — |


## Disclosures (6)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2021-06-11 | regulatory | IN ITS JUNE 11, 2021 ORDER INSTITUTING ADMINISTRATIVE PROCEEDINGS THE SEC FOUND THAT; 1.FELTL ADVISORS, LLC ("FA"), A REGISTERED INVESTMENT ADVISER, BREACHED ITS FIDUCIARY DUTY IN CONNECTION WITH THE MUTUAL FUNDS IT RECOMMENDED FOR CLIENTS THAT RESULTED IN CERTAIN FINANCIAL BENEFITS FOR FELTL'S AFFI… | Final | $334K |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/165244/brochure
- Similar advisers: https://search.stillhousedata.com/firm/165244/similar
- Related entities: https://search.stillhousedata.com/firm/165244/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/165244

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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.