Basalt, CO | Fort Collins, CO | ||
|---|---|---|---|
| Assets under management | $272M | $286.4M | $285.6M |
| Asset growth, last 2 years | +78% | +146% | +84% |
| Advisory staff | 3 | 3 | 3 |
| Individual clients | 138 | 184 | 138 |
| Assets per client | $2M | $1.6M | $2.1M |
| Clients per advisor | 46 | 61 | 46 |
| Main custodian | – | Schwab | Altruist |
| Filing with the SEC since | 2012 or earlier | 2023 | 2018 |
| Tools in their stack | 1 | – | 2 |
| People on Advicer.bio | 3 | 6 | 3 |
From each firm's latest Form ADV (Jul 2026, Jan 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.