UNCOMMON CENTS INVESTING
UNCOMMON CENTS INVESTING, LLC Legal Name
Adviser information for UNCOMMON CENTS INVESTING last updated from Form ADV on February 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Wisconsin, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,008 | $353.3M |
| Non-Discretionary | 3 | $4.6M |
| Total | 1,011 | $358.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 470 | $193.4M |
| HNW Individuals | 83 | $159.9M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $4.6M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 1 |
| No. of Non-U.S. Clients | 1 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesCONSULTING |
|---|---|
| Compensation | % of AUMHourly charges |
| Other Business Activities | Insurance broker or agent |
Principal Office
1215 SUFFOLK DR.UNIT 100
JANESVILLE
WI
United States
Monday - Friday, 8:00 AM TO 5:00 PM
Tel: 608-563-2437, Fax: 608-807-0463
Chief Compliance Officer
SHEENA HANSON
MANAGING MEMBER
1215 SUFFOLK DR.
UNIT 100
JANESVILLE
WI
United States
Tel:
608-563-2437
S*****@*************************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HANSON, SHEENA, MARIE | Individual | – | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | 09/2017 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 17th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| 374WATER INC | COM | 216K | 180K | – |
| 3M CO | COM | 3M | 25K | – |
| ABRDN EMRG MKTS EQTY INCM FD | COM | 1M | 282K | – |
| ADAM NAT RES FD INC | COM | 1M | 61K | – |
| ADAMS DIVERSIFIED EQUITY FD | COM | 4M | 192K | – |
| AFLAC INC | COM | 2M | 21K | – |
| AGNICO EAGLE MINES LTD | COM | 1M | 21K | – |
| AIR PRODS & CHEMS INC | COM | 561K | 2K | – |
| ALAMO GROUP INC | COM | 1M | 7K | – |
| ALBEMARLE CORP | COM | 924K | 10K | – |
| ALLEGIANT TRAVEL CO | COM | 351K | 7K | – |
| ALLIANCEBERNSTEIN GLOBAL HIG | COM | 3M | 296K | – |
| ALLIANT ENERGY CORP | COM | 435K | 9K | – |
| ALLSPRING MULTI SECTOR INCOM | COM | 315K | 35K | – |
| ALLSTATE CORP | COM | 4M | 22K | – |
| ALPHABET INC | CAP STK CL A | 517K | 3K | – |
| ALPHABET INC | CAP STK CL C | 312K | 2K | – |
| AMN HEALTHCARE SVCS INC | COM | 353K | 7K | – |
| APPLE INC | COM | 2M | 10K | – |
| ARCHER DANIELS MIDLAND CO | COM | 5M | 90K | – |
| ASA GOLD AND PRECIOUS MTLS L | SHS | 10M | 545K | – |
| AT&T INC | COM | 614K | 32K | – |
| ATLANTIC UN BANKSHARES CORP | COM | 536K | 16K | – |
| BANK AMERICA CORP | COM | 991K | 25K | – |
| BARRICK GOLD CORP | COM | 2M | 118K | – |
| BENCHMARK ELECTRS INC | COM | 636K | 16K | – |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 5M | 13K | – |
| BIOGEN INC | COM | 1M | 5K | – |
| BLACK HILLS CORP | COM | 574K | 11K | – |
| BLACKROCK CORPOR HI YLD FD I | COM | 359K | 37K | – |
| BLACKROCK CR ALLOCATION INCO | COM | 547K | 51K | – |
| BLACKROCK INC | COM | 528K | 670 | – |
| BOEING CO | COM | 2M | 9K | – |
| BRISTOL-MYERS SQUIBB CO | COM | 502K | 12K | – |
| BRITISH AMERN TOB PLC | SPONSORED ADR | 2M | 59K | – |
| BUNGE GLOBAL SA | COM SHS | 4M | 33K | – |
| CACI INTL INC | CL A | 465K | 1K | – |
| CANADIAN NAT RES LTD | COM | 284K | 8K | – |
| CAPITAL ONE FINL CORP | COM | 641K | 5K | – |
| CATERPILLAR INC | COM | 1M | 3K | – |
| CENTRAL & EASTERN EUROPE FD | COM | 850K | 80K | – |
| CENTRAL SECS CORP | COM | 1M | 29K | – |
| CHEVRON CORP NEW | COM | 2M | 13K | – |
| CISCO SYS INC | COM | 3M | 71K | – |
| CNA FINL CORP | COM | 906K | 20K | – |
| CNO FINL GROUP INC | COM | 564K | 20K | – |
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 521K | 8K | – |
| COMCAST CORP NEW | CL A | 3M | 77K | – |
| CONOCOPHILLIPS | COM | 6M | 55K | – |
| CONSTELLATION ENERGY CORP | COM | 1M | 7K | – |
| COTERRA ENERGY INC | COM | 401K | 15K | – |
| CUMMINS INC | COM | 569K | 2K | – |
| CVS HEALTH CORP | COM | 2M | 35K | – |
| DANAHER CORPORATION | COM | 680K | 3K | – |
| DISNEY WALT CO | COM | 1M | 10K | – |
| DUKE ENERGY CORP NEW | COM NEW | 289K | 3K | – |
| EATON VANCE TAX-MANAGED DIVE | COM | 146K | 10K | – |
| ELEVANCE HEALTH INC | COM | 2M | 4K | – |
| EMCOR GROUP INC | COM | 3M | 10K | – |
| ENERSYS | COM | 249K | 2K | – |
| EQT CORP | COM | 274K | 7K | – |
| EUROPEAN EQUITY FD INC | COM | 3M | 324K | – |
| EVEREST GROUP LTD | COM | 1M | 4K | – |
| EVERGY INC | COM | 300K | 6K | – |
| EXELON CORP | COM | 869K | 25K | – |
| EXXON MOBIL CORP | COM | 3M | 27K | – |
| FIRST BUSINESS FINL SVCS INC | COM | 1M | 36K | – |
| FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | 1M | 23K | – |
| FIRST TR HIGH INCOME LONG / | COM | 136K | 11K | – |
| FISERV INC | COM | 313K | 2K | – |
| FORD MTR CO DEL | COM | 165K | 13K | – |
| FRANKLIN RESOURCES INC | COM | 4M | 173K | – |
| FRANKLIN UNVL TR | SH BEN INT | 1M | 168K | – |
| FRESENIUS MEDICAL CARE AG | SPONSORED ADR | 746K | 39K | – |
| FTI CONSULTING INC | COM | 1M | 5K | – |
| GATES INDL CORP PLC | ORD SHS | 379K | 24K | – |
| GE AEROSPACE | COM NEW | 3M | 20K | – |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 542K | 7K | – |
| GE VERNOVA INC | COM | 858K | 5K | – |
| GENERAL AMERN INVS CO INC | COM | 538K | 11K | – |
| GENERAL DYNAMICS CORP | COM | 1M | 4K | – |
| GENTEX CORP | COM | 874K | 26K | – |
| GOLDMAN SACHS GROUP INC | COM | 674K | 1K | – |
| GRAINGER W W INC | COM | 429K | 475 | – |
| GRAND CANYON ED INC | COM | 255K | 2K | – |
| HANOVER INS GROUP INC | COM | 710K | 6K | – |
| HARTFORD FINL SVCS GROUP INC | COM | 4M | 35K | – |
| HOME DEPOT INC | COM | 268K | 778 | – |
| HONEYWELL INTL INC | COM | 894K | 4K | – |
| HORMEL FOODS CORP | COM | 1M | 34K | – |
| HUNT J B TRANS SVCS INC | COM | 762K | 5K | – |
| ILLINOIS TOOL WKS INC | COM | 4M | 18K | – |
| INGREDION INC | COM | 1M | 13K | – |
| INSIGHT SELECT INCOME FD | COM | 453K | 28K | – |
| INTEGER HLDGS CORP | COM | 361K | 3K | – |
| INTERACTIVE BROKERS GROUP IN | COM CL A | 2M | 17K | – |
| INTERNATIONAL BUSINESS MACHS | COM | 2M | 9K | – |
| INTERNATIONAL PAPER CO | COM | 4M | 87K | – |
| INVESCO BD FD | COM | 323K | 20K | – |
| INVESCO HIGH INCOME TR II | COM | 237K | 22K | – |
| JOHNSON & JOHNSON | COM | 4M | 28K | – |
| JOHNSON CTLS INTL PLC | SHS | 1M | 21K | – |
| JPMORGAN CHASE & CO. | COM | 5M | 27K | – |
| KINDER MORGAN INC DEL | COM | 1M | 57K | – |
| KRAFT HEINZ CO | COM | 2M | 71K | – |
| KROGER CO | COM | 8M | 170K | – |
| LAKELAND FINL CORP | COM | 989K | 16K | – |
| LINCOLN ELEC HLDGS INC | COM | 467K | 2K | – |
| LOWES COS INC | COM | 643K | 3K | – |
| MAIN STR CAP CORP | COM | 739K | 15K | – |
| MANPOWERGROUP INC WIS | COM | 2M | 23K | – |
| MEDTRONIC PLC | SHS | 3M | 32K | – |
| MERCK & CO INC | COM | 5M | 37K | – |
| META PLATFORMS INC | CL A | 203K | 403 | – |
| METLIFE INC | COM | 1M | 17K | – |
| MICROSOFT CORP | COM | 14M | 32K | – |
| MILLER INDS INC TENN | COM NEW | 4M | 68K | – |
| MOSAIC CO NEW | COM | 432K | 15K | – |
| MUELLER INDS INC | COM | 4M | 63K | – |
| NATIONAL PRESTO INDS INC | COM | 2M | 21K | – |
| NEUBERGER BERMAN HIGH YIELD | COM | 1M | 185K | – |
| NEW GERMANY FD INC | COM | 3M | 316K | – |
| NEWMONT CORP | COM | 687K | 16K | – |
| NORDSON CORP | COM | 2M | 11K | – |
| NORFOLK SOUTHN CORP | COM | 6M | 27K | – |
| NUCOR CORP | COM | 3M | 22K | – |
| NUTRIEN LTD | COM | 474K | 9K | – |
| OLD REP INTL CORP | COM | 2M | 78K | – |
| ORACLE CORP | COM | 4M | 30K | – |
| OSHKOSH CORP | COM | 373K | 3K | – |
| PACCAR INC | COM | 891K | 9K | – |
| PENTAIR PLC | SHS | 3M | 34K | – |
| PEOPLES BANCORP INC | COM | 1M | 37K | – |
| PEPSICO INC | COM | 612K | 4K | – |
| PFIZER INC | COM | 2M | 77K | – |
| PHILIP MORRIS INTL INC | COM | 548K | 5K | – |
| PHILLIPS 66 | COM | 522K | 4K | – |
| PHOTRONICS INC | COM | 2M | 81K | – |
| PIMCO ETF TR | ENHAN SHRT MA AC | 5M | 55K | – |
| PIONEER HIGH INCOME FUND INC | COM | 108K | 14K | – |
| PLEXUS CORP | COM | 1M | 11K | – |
| PPG INDS INC | COM | 2M | 14K | – |
| PROCTER AND GAMBLE CO | COM | 754K | 5K | – |
| RALPH LAUREN CORP | CL A | 236K | 1K | – |
| REGAL REXNORD CORPORATION | COM | 631K | 5K | – |
| RELIANCE INC | COM | 378K | 1K | – |
| RIO TINTO PLC | SPONSORED ADR | 4M | 57K | – |
| ROBERT HALF INC. | COM | 780K | 12K | – |
| ROCKWELL AUTOMATION INC | COM | 1M | 4K | – |
| ROYAL GOLD INC | COM | 1M | 11K | – |
| ROYCE SMALL CAP TRUST INC | COM | 398K | 27K | – |
| RTX CORPORATION | COM | 6M | 57K | – |
| SCHWAB CHARLES CORP | COM | 1M | 15K | – |
| SOLVENTUM CORP | COM SHS | 532K | 10K | – |
| SPDR SER TR | BLOOMBERG INVT | 869K | 28K | – |
| STERLING INFRASTRUCTURE INC | COM | 2M | 13K | – |
| SWISS HELVETIA FD INC | COM | 741K | 92K | – |
| TAPESTRY INC | COM | 1M | 30K | – |
| TARGET CORP | COM | 3M | 21K | – |
| TEMPLETON DRAGON FD INC | COM | 4M | 480K | – |
| TEMPLETON EMERGING MKTS FD | COM | 869K | 70K | – |
| TEMPLETON EMERGING MKTS INCO | COM | 115K | 22K | – |
| TEXAS INSTRS INC | COM | 631K | 3K | – |
| TEXTRON INC | COM | 665K | 8K | – |
| TIMKEN CO | COM | 2M | 25K | – |
| TRI CONTL CORP | COM | 5M | 168K | – |
| TRUIST FINL CORP | COM | 487K | 13K | – |
| UNITEDHEALTH GROUP INC | COM | 1M | 2K | – |
| UNIVERSAL HLTH SVCS INC | CL B | 785K | 4K | – |
| VAIL RESORTS INC | COM | 1M | 8K | – |
| VANGUARD INDEX FDS | TOTAL STK MKT | 208K | 778 | – |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 280K | 4K | – |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 554K | 7K | – |
| VERIZON COMMUNICATIONS INC | COM | 2M | 43K | – |
| VIATRIS INC | COM | 215K | 20K | – |
| VILLAGE SUPER MKT INC | CL A NEW | 840K | 32K | – |
| WALGREENS BOOTS ALLIANCE INC | COM | 920K | 76K | – |
| WALMART INC | COM | 2M | 23K | – |
| WELLS FARGO CO NEW | COM | 8M | 126K | – |
| WESTERN ASSET EMERGING MKTS | COM | 168K | 18K | – |
| WESTERN ASSET HIGH INCOME OP | COM | 100K | 26K | – |
| WESTERN ASSET HIGH YIELD DEF | COM | 4M | 302K | – |
| WEYERHAEUSER CO MTN BE | COM NEW | 5M | 188K | – |
| WHEATON PRECIOUS METALS CORP | COM | 431K | 8K | – |
| WILEY JOHN & SONS INC | CL A | 2M | 38K | – |
| WILLIAMS COS INC | COM | 1M | 28K | – |
| WYNDHAM HOTELS & RESORTS INC | COM | 378K | 5K | – |
| ZIMMER BIOMET HOLDINGS INC | COM | 2M | 22K | – |