Inukshuk Investments, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$18,359,635
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
45
16% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
45
HighAverage account size
$407,992
About
Inukshuk Investments provides discretionary portfolio management and financial planning services to a range of clients, including individuals, businesses, high‑net‑worth clients, pension and profit‑sharing plans, trusts, estates, and charitable organizations. Its planning work covers areas such as retirement planning, college savings, divorce and collaborative divorce guidance, business valuations, and broader financial advising.
The firm follows an active, "world‑cap" strategy that is flexible across market capitalizations, styles, asset classes, and geographies, and it integrates fundamental, cyclical, and technical analysis into client‑specific portfolios grouped as Aggressive Growth, Total Return, or Conservative Income. Although oriented toward long‑term investing, portfolios may be augmented tactically and can include short‑term trading, short sales, margin transactions, and options strategies when deemed appropriate.
Compared with many peers, Inukshuk’s client mix and services are notable for including charitable organizations and retirement plan clients, reflecting an institutional component that is less common among independent advisers of similar size. The firm operates with discretionary trading authority, conducts monthly account reviews by its adviser, and receives some client referrals through a third‑party matching service for which it pays referral fees.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Retirement withdrawal strategies
College savings (529s, UTMA, etc.)
Divorce financial planning
Occupation focus
Founder/Business Owner
Executive
Demographic focus
Mid-Career Professionals
Fee options
Fixed fees between $250 and $10,000, negotiable
$0 - $1,500,000: 1.00% annually $1,500,001 - $3,000,000: 0.90% annually $3,000,001 - $5,000,000: 0.80% annually $5,000,001 - $10,000,000: 0.70% annually Above $10,000,000+: Negotiable
$150 - $300 per hour, negotiable
Account minimum: $200,000 (may be waived) Fee-only: Hourly fees between $150 and $300; Fixed fees between $250 and $10,000 (both negotiable)
Main office location
Inukshuk Investments, LLC
Missoula MT, United States
Number of offices
1
Most active in
Inukshuk Investments, LLC has reported serving >5 clients in these states in the last 12 months.
Montana
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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