Crested Butte, CO | Fort Collins, CO | ||
|---|---|---|---|
| Assets under management | $87.9M | $92.4M | $92.3M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 4 | 3 |
| Individual clients | 155 | 97 | 77 |
| Assets per client | $567K | $953K | $1.2M |
| Clients per advisor | 155 | 24 | 26 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 2 | 3 | – |
| People on Advicer.bio | 1 | 4 | 3 |
From each firm's latest Form ADV (Mar 2026, Apr 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.