# Allodium Investment Consultants

Allodium Investment Consultants is a Multi Family Office based in Minneapolis, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Minneapolis, United States
- **Region:** North America
- **Address:** Minneapolis, MN, United States
- **Assets under management:** Undisclosed
- **Website:** allodium.com
- **LinkedIn:** https://www.linkedin.com/company/allodium-investment-consultants

## Regulatory record

- **CRD number:** 135812
- **SEC file number:** 801-64508
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/135812

## About

ALLODIUM INVESTMENT CONSULTANTS, LLC is an SEC-registered investment adviser in MINNEAPOLIS, MN, registered since 2005. The firm manages approximately $577 million in assets. It employs 12 staff and 4 investment advisers.

## People

- Kathy Longo — President and Founder

## Questions

### What does the name 'Allodium' signify about the firm's philosophy?

Allodium refers to land held with absolute ownership, free of any superior landlord or feudal obligation. Kathy Longo chose the name to reflect the firm's commitment to independent, conflict-free advice — clients own their portfolios outright, without hidden obligations to a product manufacturer or commission-based structure.

### Is Allodium a fiduciary, and what does that mean for its clients?

Yes, Allodium operates as a fee-only fiduciary, which is the highest legal standard for client care in financial advice. This means the firm must act in the client's best interest at all times, disclose all conflicts, and cannot accept commissions, revenue-sharing arrangements, or incentives from fund companies. The fiduciary duty is structural, not merely a marketing claim.

### Who is the typical Allodium client?

The firm serves families and individuals, many of whom built wealth through closely held businesses, professional practices, or long executive careers. Allodium often acts as the outsourced investment office for clients who have crossed a liquidity event — a business sale, for example — and need ongoing portfolio management rather than transactional brokerage. The firm is based in Minneapolis but serves clients nationally.

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Last updated: 2026-07-06T01:24:11.129Z

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