# CALHOUN FINANCIAL PLANNING AND MANAGEMENT

CALHOUN FINANCIAL PLANNING AND MANAGEMENT of MINNEAPOLIS, MN is an SEC-registered investment adviser.

## Registration

- CRD: 286389
- Type: SEC-registered investment adviser
- SEC file number: 801-108941
- Location: 333 WASHINGTON AVE N, SUITE 300, MINNEAPOLIS, MN, 55401
- Phone: 952-297-5840
- Latest filing: 2026-01-30
- Regulatory AUM: $57.0M
- Discretionary AUM: $57.0M
- Clients: 1
- Accounts: 375

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| AAMOT THOMAS VERDIE | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/286389/brochure
- Similar advisers: https://search.stillhousedata.com/firm/286389/similar
- Related entities: https://search.stillhousedata.com/firm/286389/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/286389

---

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.