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OKABENA INVESTMENT SERVICES INC

MINNEAPOLIS, MN · CRD 111162 · IAPD ↗ · okabena.com · 612-339-7151

$2.12BRegulatory AUM
8Advisory reps
18Employees
9Clients
n/aPlanning clients
10Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

51
April 2026 — OKABENA INVESTMENT SERVICES INC notice-filed in CA, FL, MT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.