MODUS ADVISORS, LLC
CRD #291204 SEC #801-112534 EXCELSIOR, MN (952) 946-1000
SEC Registered
Total AUM
$514M
Discretionary
$501.8M
Employees
7
Clients
0
Accounts
1,417
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $514M | $501.8M | $12.2M | 7 | 0 |
| Mar 2025 | $514M | $501.8M | $12.2M | 7 | 0 |
| Feb 2024 | $432.4M | $424.4M | $7.9M | 7 | 2 |
| Mar 2023 | $351.3M | $337.6M | $13.7M | 6 | 0 |
| Feb 2022 | $398.3M | $386.2M | $12.1M | 5 | 0 |
| Jan 2021 | $337.8M | $325.5M | $12.3M | 6 | 1 |
| May 2020 | $283M | $272M | $11M | 6 | 0 |
| May 2020 | $283M | $272M | $11M | 6 | 0 |
| Feb 2020 | $283M | $272M | $11M | 6 | 0 |
| Jan 2019 | $214.3M | $204.6M | $9.7M | 5 | 1 |
| May 2018 | $202.7M | $182.8M | $19.9M | 2 | 0 |
| Mar 2018 | $0 | $0 | $0 | 2 | 0 |
| Mar 2018 | $0 | $0 | $0 | 2 | 0 |
| Jan 2018 | $0 | $0 | $0 | 2 | 0 |
DateOct 2025
Total AUM$514M
Discretionary$501.8M
Non-Disc.$12.2M
Employees7
Clients0
DateMar 2025
Total AUM$514M
Discretionary$501.8M
Non-Disc.$12.2M
Employees7
Clients0
DateFeb 2024
Total AUM$432.4M
Discretionary$424.4M
Non-Disc.$7.9M
Employees7
Clients2
DateMar 2023
Total AUM$351.3M
Discretionary$337.6M
Non-Disc.$13.7M
Employees6
Clients0
DateFeb 2022
Total AUM$398.3M
Discretionary$386.2M
Non-Disc.$12.1M
Employees5
Clients0
DateJan 2021
Total AUM$337.8M
Discretionary$325.5M
Non-Disc.$12.3M
Employees6
Clients1
DateMay 2020
Total AUM$283M
Discretionary$272M
Non-Disc.$11M
Employees6
Clients0
DateMay 2020
Total AUM$283M
Discretionary$272M
Non-Disc.$11M
Employees6
Clients0
DateFeb 2020
Total AUM$283M
Discretionary$272M
Non-Disc.$11M
Employees6
Clients0
DateJan 2019
Total AUM$214.3M
Discretionary$204.6M
Non-Disc.$9.7M
Employees5
Clients1
DateMay 2018
Total AUM$202.7M
Discretionary$182.8M
Non-Disc.$19.9M
Employees2
Clients0
DateMar 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMar 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJan 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0