SITTNER & NELSON, LLC
CRD #309757 SEC #801-119243 EUGENE, OR 541-636-4001
SEC Registered
Total AUM
$900M
Discretionary
$895.9M
Employees
6
Clients
1
Accounts
1,472
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $900M | $895.9M | $4.1M | 6 | 15 |
| Mar 2025 | $900M | $895.9M | $4.1M | 6 | 15 |
| Mar 2024 | $804.8M | $794M | $10.7M | 6 | 22 |
| Jan 2024 | $675.6M | $664.8M | $10.8M | 6 | 20 |
| Apr 2023 | $675.6M | $664.8M | $10.8M | 6 | 20 |
| Mar 2023 | $675.6M | $664.8M | $10.8M | 6 | 20 |
| Apr 2022 | $768M | $750.2M | $17.8M | 6 | 20 |
| Mar 2022 | $768M | $750.2M | $17.8M | 6 | 20 |
| Jan 2021 | $588.9M | $572M | $16.8M | 6 | 0 |
| Jan 2021 | $588.9M | $572M | $16.8M | 6 | 0 |
| Dec 2020 | $588.9M | $572M | $16.8M | 6 | 0 |
| Aug 2020 | $0 | $0 | $0 | 6 | 0 |
| Jul 2020 | $0 | $0 | $0 | 6 | 0 |
DateOct 2025
Total AUM$900M
Discretionary$895.9M
Non-Disc.$4.1M
Employees6
Clients15
DateMar 2025
Total AUM$900M
Discretionary$895.9M
Non-Disc.$4.1M
Employees6
Clients15
DateMar 2024
Total AUM$804.8M
Discretionary$794M
Non-Disc.$10.7M
Employees6
Clients22
DateJan 2024
Total AUM$675.6M
Discretionary$664.8M
Non-Disc.$10.8M
Employees6
Clients20
DateApr 2023
Total AUM$675.6M
Discretionary$664.8M
Non-Disc.$10.8M
Employees6
Clients20
DateMar 2023
Total AUM$675.6M
Discretionary$664.8M
Non-Disc.$10.8M
Employees6
Clients20
DateApr 2022
Total AUM$768M
Discretionary$750.2M
Non-Disc.$17.8M
Employees6
Clients20
DateMar 2022
Total AUM$768M
Discretionary$750.2M
Non-Disc.$17.8M
Employees6
Clients20
DateJan 2021
Total AUM$588.9M
Discretionary$572M
Non-Disc.$16.8M
Employees6
Clients0
DateJan 2021
Total AUM$588.9M
Discretionary$572M
Non-Disc.$16.8M
Employees6
Clients0
DateDec 2020
Total AUM$588.9M
Discretionary$572M
Non-Disc.$16.8M
Employees6
Clients0
DateAug 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateJul 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0