BANE O'LEARY LLC

BANE O'LEARY LLC of BLOOMINGTON, MN is an SEC-registered investment adviser (CRD 286450). Regulatory assets under management: $85.3M.

Registration

• CRD: 286450
• Type: Registered investment adviser
• Location: 8000 NORMAN CENTER DRIVE, BLOOMINGTON, MN, 55437
• Phone: 952-236-4213
• Latest filing: 2026-03-19
• Regulatory AUM: $85.3M
• Discretionary AUM: $85.3M
• Clients: 4
• Accounts: 453

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 286450 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search