SITTNER & NELSON, LLC

SITTNER & NELSON, LLC of EUGENE, OR is an SEC-registered investment adviser (CRD 309757). Regulatory assets under management: $1.0B.

Registration

• CRD: 309757
• SEC file number: 801-119243
• Type: Registered investment adviser
• Location: 497 OAKWAY ROAD, SUITE 300, EUGENE, OR, 97401
• Phone: 541-636-4001
• Latest filing: 2026-03-31
• Regulatory AUM: $1.0B
• Discretionary AUM: $1.0B
• Non-discretionary AUM: $4.7M
• Clients: 6
• Accounts: 1,506

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (5)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 309757 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search